|
CLS is a professional money management firm and SEC Registered
Investment Adviser with corporate headquarters in Omaha, Nebraska. We are
one of the largest independent 3rd party money managers in the United
States, with more than $7 billion in assets under management. CLS
partners with 1,500 financial professionals and 1,300 plan sponsors to
help 40,000 individual investors achieve their financial goals.
CLS Core Values: BELIEF, DELIVER, PARTNER
We believe risk budgeting is critical to managing clients’
assets. A client’s risk budget is based on the
individual’s financial goals, ability to handle risk, and
overall time horizon. The CLS investment methodology allows our
portfolio managers to maintain an overall consistent risk level in a
manner that does not over-spend nor underuse the individual’s
risk budget.
We deliver innovative solutions through multiple investment strategies
to achieve the best possible portfolio management.
We partner with investors, registered financial representatives and
key vendors.
CLS employs an experienced team of portfolio managers and analysts,
including five who hold the Chartered Financial Analyst®
designation. We manage individual, qualified plan, variable annuity
portfolios of mutual funds, exchange traded funds, and individual
stocks and bonds. Many investment strategies utilize our risk budgeting methodology.
Clients with existing funds or annuities can take advantage of our
risk budgeting investment strategies. Qualified plan participants can
access CLS management through various platforms. Higher net worth
clients can utilize CLS for management of their separate account
portfolios. We also have core and satellite portfolios for clients
with new money to invest. CLS offers financial representatives the
services to build their fee-based investment business.
CLS is a member of the NorthStar Financial Services Group, LLC, a
holding company for several subsidiaries which manage and service
financial assets.
|