5/8/2013
Press Release — MarketWatch
Fitch Ratings has affirmed the 'AAAmmf' rating assigned to The Milestone Treasury Obligations Fund, a money market fund managed by CLS Investments, LLC.
2/6/2013
Brooke Southall — RIABiz
Honoring one of the great unsung pioneers of the RIA business...
1/29/2012
Press Release — PR Newswire
NorthStar's ten subsidiaries and affiliate companies offer advisors unique services to help maintain independence and a competitive edge.
12/27/2012
Lauren Rudd — WSRQ-AM (Sarasota Talk Radio)
CLS Chief Investment Officer Rusty Vanneman discusses the "Fiscal Bluff," market stability, and the balance of security & higher returns on WSRQ-AM.
12/31/2012
Kenneth Corbin — Financial Planning
Over the coming year, financial regulators are expected to press ahead with scores of rulemaking proceedings that will affect advisors and their clients. Lawmakers will continue to refine and implement numerous provisions of the Dodd-Frank financial reform bill, while mulling the possibility of expanding oversight of investment advisors. So what will be the headline policy issues that affect advisors? Here's a preview.
11/21/2012
Joyce Hanson — AdvisorOne
With all the buzz around the fiscal cliff and the Bush tax cuts that are set to expire in 2013, what tends to get overlooked is a tax that will definitely take effect in the new year: the 3.8% tax on investment income. CLS CIO Rusty Vanneman talks about why selling in 2012 to avoid the tax in 2013 may be overly reactionary and simplistic.
11/01/2012
Stoyan Bojinov — ETFdb
Senior Portfolio Manager J.J. Schenkelberg, CFA, discusses why professional money managers, like CLS, who have made the switch to ETFs continue to reap the benefits offered through these innovative investment vehicles.
10/25/2012
Murray Coleman — MarketWatch
New PowerShares ETF that focuses on stock yields and volatility is seen as novel approach, but some advisers aren't sure if such a fund can do both jobs well. CLS Chief Strategist Scott Kubie weighs in.
10/05/2012
IndexUniverse.com — IndexUniverse.com
Scott Kubie on why low and minimum-volatility ETFs offer a great opportunity for investors to better manage risk, better diversify portfolios, and better allocate the risk they currently have in their portfolios.
09/21/2012
Editor — PRNewswire
CLS has made a few executive changes, including promoting Todd Clarke to CEO.
09/20/2012
Irene Park — The Mutual Fund Wire
CLS recently named Todd Clarke from president to CEO and hired John Russel “Rusty” Vanneman as the new CIO. With both of these changes, CLS hopes to increase the number of ways financial advisors can access CLS's ETF models.
09/18/2012
CLS Investments, LLC — Press Release
CLS Investments, LLC (“CLS”) is pleased to announce that it has promoted Todd Clarke to the position of Chief Executive Officer. He most recently served as the firm’s President. In addition, CLS has appointed Ryan Beach as its new President and John Russel “Rusty” Vanneman as its new Chief Investment Officer.
9/8/2012
Ari I. Weinberg — Wall Street Journal
Preferred shares have characteristics of stocks and bonds, and experts see value in having a small percentage dedicated to these preferred securities. J.J. Schenkelberg, Senior Portfolio Manager at CLS, shares how much CLS invests in preferred shares.
8/17/2012
CLS Investments, LLC — Press Release
CLS Investments, LLC, is pleased to announce the recent hire of John Welch in the position of Regional Vice President of Sales...
7/27/2012
Murray Coleman — The Wall Street Journal MarketWatch
After watching a rush by more-tactical managers to bail out of European stocks, cracks are showing in the ranks of long-term-oriented advisers willing to remain heavily invested in the embattled region.
6/26/2012
CLS Investments, LLC — Press Release
CLS Investments, LLC (CLS), one of the largest independent third-party money managers in the country and a specialist in utilizing a long-term, disciplined approach to investing, has announced that 12 risk budgeted investment models are now available for use within client accounts through the Envestnet platform. Envestnet is a leading provider of technology-enabled wealth management solutions to investment advisors. The 12 new risk budgeted models utilize a combination of exchange traded funds or CLS’s proprietary funds and emphasize investment growth and principal protection.
6/14/2012
Kate Stalter — Forbes
CLS Investments uses exchange traded funds—and some individual bonds—to manage the income stream for clients. Asset manager JJ Schenkelberg tells how various types of investments fit into this strategy.
06/01/2012
Murray Coleman — Wall Street Journal
The rise in popularity of exchange-traded funds focused on low-volatility stocks comes with some potential pitfalls. While these investments lower overall risks, portfolio managers warn that relying on an exclusive diet of such specialized fare can also take a bite out of returns.
5/25/2012
Kate Stalter — Forbes
The ability to bear risk is an asset that investors can capitalize on, says investment strategist Scott Kubie. He explains how his firm calculates clients’ risk budgets, and why ETFs are his preferred vehicle for achieving optimal portfolio returns.
4/26/2012
Envestnet — Fund Strategist Network
As of April 26, 2012, CLS models are now available on the Envestnet platform.
4/28/2012
Brendan Conway — Barron's
Low-volatility exchange-traded funds are one of the ripest new fruits in stock indexing, feeding investors the most stable shares in popular equity benchmarks. But the low-volatility concept may be appreciated most when it is used on rockier shores, such as emerging markets or sovereign-debt-wracked Europe.
3/30/2012
Ann Marsh — Financial Planning
To woo young clients, advisors are increasingly using on-the-go technology. Financial planners say it's an occupational hazard: When older clients die, many planners fail to retain the heirs' business. Learning to speak in the lingua franca of the younger generation - via mobile technologies - could help keep those assets in-house.
2/15/2012
Standard & Poor's — MarketScope Advisor
Scott Kubie comments on how CLS uses the PowerShares S&P 500 Low Volatility ETF and other factor-based ETFs.
2/15/2012
Press Release — PR Newswire
CLS Investments, LLC and Meeder Financial are pleased to announce that both firms are available to provide professional investment management services to clients of Principal Life Insurance Company on its PCRP (Principal Comprehensive Retirement Program) and Principal Advantage retirement products.
1/9/2012
Scott Kubie — RIABiz
The new norm is changing and it requires a mix of new thinking and old-fashioned conservative strategies.
1/6/2012
Mitchell, Donna — Financial Planning
There are tens of thousands of mobile applications available for the Apple, Android and Blackberry operating systems. Most industry professionals who know their mobile apps say each and every firm should have one, especially those that claim to be serious about being accessible to their clients.
1/19/2012
Press Release — PR Newswire
OMAHA, Neb., Jan. 19, 2012 /PRNewswire/ -- CLS Investments, LLC (CLS), one of the largest independent third-party money managers in the U.S., is pleased to announce the unveiling of its Managed Income strategy. The multi-faceted strategy is individually tailored to clients seeking reliable and consistent short- and long-term income from a risk-budgeted and diversified portfolio of income-generating assets
2/2/2012
Press Release — PR Newswire
OMAHA, Neb., Feb. 2, 2012 /PRNewswire/ -- CLS Investments, LLC, one of the largest third-party money managers in the U.S., is pleased to announce that it has been formally named advisor to the Milestone Treasury Obligations Portfolio, a money market fund previously managed by Milestone Capital Management.
8/17/2011
Markets Media — Vincent Veneziani
These days, many portfolio managers and traders tout their robust risk management systems. For some businesses, these high-cost, low-touch systems can provide a variety of benefits for midsize and larger trading operations. But sometimes, it can be prudent to get back to basics.
11/18/2011
Lavonne Kuykendall — Investment News
For advisers who would like to make a video to post on their web site, experienced producers have a few suggestions to get started. Viewers like a speaker who looks natural — but it's still a good idea to practice. “Bad video never goes over well,” said Steve Biermann chief marketing officer of Northstar Financial Services Group, the parent company of CLS Investments, a professional money management firm.
11/14/2011
Kenneth Corbin — Financial Planning
When CLS Investments convenes a meeting of its financial advisors these days, the chances are pretty good that technology will be on the agenda. The firm, a leading independent third-party money manager, is preaching the gospel of engaging with investors on new platforms ranging from apps for tablet computers and smartphones to online video commentaries and social media sites like Facebook and Twitter.
10/19/2011
Jonnelle Marte — SmartMoney
Consumer prices rose again in September, but at a slower pace than previous months. Could investor portfolios see a boost? Scott Kubie, Chief Strategist for CLS Investments, LLC discusses the Fed’s possible response to consumer price increases.
10/11/2011
Lisa Shidler — RIABiz
CLS Investments, LLC, a turnkey asset management program based in Omaha, Neb., with 1,500 advisors managing 40,000 client portfolios, recently began offering goalgamiPro to nearly a dozen advisors. “The goalgamiPro report provides a simple, yet complete, picture of the client’s household assets and liabilities,” says Jim Anderson, chief systems officer with CLS. “We believe our advisors will find it a productive tool to support their discussions with clients regarding the priority level of goals.”
10/9/2011
Todd Clarke — Investment News
The business environment calls for financial advisers to be more creative and proactive in reaching clients. Focus groups are an increasingly popular tool that, if conducted right, can help advisers ramp up their marketing efforts and gain deeper insights into precisely what their target clients are seeking.
8/24/2011
Reuters — Press Release
CLS Investments, a leading investment management firm specializing in delivering innovative risk budgeted strategies through multiple investment vehicles, is pleased to announce a new lending program that will allow CLS clients to use their CLS-managed assets as collateral for an installment loan. The loan program is backed by United Republic Bank, also based in Omaha.