CLS follows a simple and repeatable process for outsourced investment management, designed to help advisors enjoy what matters most. The process starts with DISCOVERY, where CLS’s Sales Team learns about the intricacies of the advisor’s business and his or her investors’ unique needs. We take a look at various factors including account sizes, long-term objectives, desired investment outcomes, and more. Next, CLS offers a RECOMMENDATION on suggested strategies that align with advisor and investor investment objectives of accumulation, income, protection, tax management, or a combination of objectives. After that, the advisor PRESENTS the strategy to the investor, works with CLS to IMPLEMENT the strategy, and meets with CLS to EVALUATE progress. The last stage involves constant COMMUNICATION between CLS and the advisor, as well as the investor. We believe that following this process allows the advisor to free up and time, and in turn, enhances the value of the advisor-client relationship.