CLS works with thousands of registered finance representatives and qualified retirement plan sponsors to provide exceptional portfolio management services to more than 40,000 clients. No two investors are alike. CLS utilizes an investment methodology that takes individual goals, risk tolerance, and time horizon into consideration to create a risk budget for each client. CLS works to grow the client’s financial assets while maintaining a consistent level to the client’s overall risk tolerance.

As a financial advisor, you help your clients define their investment priorities. CLS offers a variety of investment strategies to help you match your clients’ priorities with the investment vehicle best suited to meet their individual needs.