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Markets go up, markets go down, and markets even go sideways. The
expression, “the only constant is change,” is likely as
true today as the day it was first spoken. CLS understands the
challenges of keeping pace with all the changes in the marketplace
– as one of the largest independent 3rd party money managers in
the United States, we keep pace every day. As a SEC Registered
Investment Adviser, we utilize a proven investment methodology and
deliver diverse investment strategies to more than 40,000 investors,
though our methodology allows us to focus on the needs and preferences
of individual investors. Our expert portfolio management is available
to you, too.
CLS offers a unique, disciplined, active investment methodology called
risk budgeting. Think of a risk budget as a thermostat. Everyone has a
comfort zone – some may like the thermostat set at 68°
while others may prefer 73°. No matter what the temperature is
outside, the thermostat adjusts to keep the temperature inside at a
preset level. Risk budgeting is essentially a thermostat for a
investor’s portfolio. We work with each investor to determine
his or her risk budget according to personal financial goals, capacity
for risk, and overall time horizon.
The CLS Investment Committee provides daily management of all CLS
portfolios. We will make adjustments to account holdings in response
to market conditions that cause the risk associated with the holdings
to change, If these adjustments cause an increase in the overall risk
of an individual investor’s portfolio, CLS makes complementary
adjustments to other holdings in the account to bring the portfolio
back into alignment with the investor’s risk budget.
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