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In 1972, W. Patrick Clarke began his career as a stockbroker at a time
when other stockbrokers were struggling to survive. In 1975, he helped
pioneer the concept of financial planning by developing a methodology
for individual investing based on clients’ unique situations,
including their goals, stage in life, personal circumstances and risk
tolerance. By 1988, other financial planners were asking Mr. Clarke to
apply his methodology for their clients. This led him to increasingly
focus on being a third party asset manager for other financial
planners.
In 1989, Mr. Clarke was the majority partner in creating the
independent asset allocation firm Clarke Lanzen Skalla Investment
Firm, LLC. The company was founded on the lessons learned by Mr.
Clarke as both a financial advisor and an individual investor. With
Mr. Clarke’s direction, that company would eventually become the
money management firm CLS Investments, LLC.
Today, CLS works with more than 1,500 financial advisors and 1,300
qualified plan sponsors to manage 40,000 client portfolios as well as
managing its own proprietary funds and creating additional fund
families as demand dictates. Our business model of working with
advisors is intentional and deliberate; it is a mutually beneficial
connection. Advisors have a close relationship with their clients and
can communicate to CLS critical and timely information as life changes
occur with their clients. In a responsive relay, CLS can take
appropriate and timely action in managing the clients’
portfolio. This allows CLS to augment and enhance an advisor’s
service to clients. With more than $7 billion in assets under
management, CLS has the investment experience to help you – and
your clients – achieve financial success.
Our market research keeps us – and you – on top of
industry news, from historical perspectives to current events to
emerging trends. The marketplace is one of continual change and CLS
can help you keep pace with that change. Recent innovations include
our eProfile system (which makes the operational process of doing
business easier for both you and your clients) and our communications
package (which makes use of video, scan tags and mobile apps to keep
you in touch with your clients). CLS has a competitive advantage and
that advantage can be yours – as a CLS Investment Advisor.
- Founded in 1989 by veteran financial advisor W. Patrick Clarke
- One of the largest 3rd party money managers in the United States
- Manages more than $7 Billion
- 1,500 financial advisors, 1,300 plan sponsors, and 40,000
individual clients
Read the full history of CLS, a NORTHSTAR Company.
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