CLS is an SEC Registered Investment Adviser and one of the largest independent 3rd party money managers in the United States, with corporate headquarters in Omaha, Nebraska. CLS partners with more than 2,500 financial professionals and plan sponsors to help over 35,000 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.