LifeStyle Option – When your life changes, so does your portfolio.
Time passes, life changes. But even as life gets busier, you want your money managed in accordance with your goals. That’s where the Lifestyle Option from CLS fits in.
The CLS Lifestyle Option begins with your customized risk budget and adjusts annually as you get closer to your retirement horizon. With the CLS Lifestyle Option you don’t get stuck in some pre-conceived model based on one factor. You begin at your comfort level and continue to get more conservative as you get closer to your goals.
When you choose the CLS Lifestyle Option, you take even more control of your financial future. Not only can you easily enroll in this revolutionary program, you’re free to stop the automatic adjustment whenever you’ve reached your comfort level.
With so much freedom, you’re sure to find the right level of risk for your portfolio. Because we’re all different right?
Contact your HR department or your financial representative to enroll in the Lifestyle Option today.
Rollover Option – Sit. Stay. Rollover with CLS.
It’s your money. Take it with you with the CLS Rollover Option. At CLS, we believe professional
money management should be available to everyone. With our exciting new rollover option, you’ll
always have professional money management on your account.
Maintain the growth potential in your accounts, even after retirement
- Keep your money managed between jobs
- Realize old dreams or pursue new ones
- Reevaluate risk to get the most out of your nest egg
- Continue to work with a financial representative
CLS has rollover options for different needs:
- $10,000-$30,000- Watch your money grow with the diversification
of our entire AdvisorOne fund family
- $30,000 and above- Use our flagship strategy, Customized
Portfolio Management (“CPM”) for your rollover needs
Contact your HR department or your financial representative to enroll in the
Rollover Option today.