Download our Solicitor Agreement
Complete and fax this form to CLS.
Print this Form
Sample IPS
Once you are approved, complete an Investment Policy Statement online.
Print this Form
Sample Quarterly Statement
Each quarter your client will receive a quarterly statement from
CLS.
Print this Form
As a financial advisor, finding ways to better serve your clients’ needs, streamlining
your business, and differentiating your practice are important. By partnering with
CLS Investment Firm, LLC
to build your fee-based business, you can provide your clients with professional
money management and in turn free up valuable time to manage client relationships
and grow your practice.
CLS
will provide you with a wealth of tools to help you grow your fee-based business.