Category: Company Events & News
18 posts categorized as "Company Events & News"
Orion Advisor Solutions Merges with Brinker Capital Inc., Backed by Reinvestment from TA Associates and New Support from Genstar Capital Inc.
June 29, 2020
We are thrilled to announce that our existing financial partner, TA Associates and new financial partner, Genstar Capital, has decided to reinvest in the future of our business. This newly formed partnership has empowered us to move quickly and merge with one of the industry’s most successful investment management firms, Brinker Capital Inc. The decision…
Top 5 Blogs of 2018
February 5, 2019
Content Provided by Kostya Etus, CFA, Senior Portfolio Manager Below are the top five most read blogs at CLS in 2018 along with a link to each and a brief summary. Looking over them provides an idea of the big themes and ideas that highlighted the year. #5 Three Reasons Not to Get the Jitters…
The Best of Berkshire
May 17, 2017
Content provided by Kostya Etus, CFA, CLS Portfolio Manager May is a momentous month for Omaha. Value investors from around the world make a pilgrimage to see the “Oracle of Omaha,” Warren Buffett, and his partner in crime, Charlie Munger, and to hear their words of wisdom at the annual Berkshire Hathaway Shareholders’ Meeting. It…
ETF Trends in the First Half of 2015
July 10, 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager How much have Exchange Traded Funds (ETFs) grown so far this year? The quick answer is “tons” (TONS, ironically, is the ticker symbol of the ETF launched this year with the lowest assets). So far this year, 112 exchange-traded products have been launched, on pace to…
The Other 40 Act Fund
July 2, 2015
Content provided by Joshua Jenkins, CLS Associate Portfolio Manager The ETF industry spends a substantial amount of time educating investors on the relative merits of the Exchange Traded Fund (ETF) structure. In doing so, a comparison is typically made to a close relative, the open-end mutual fund. There is, however, another investment vehicle defined by…
Small Town Values in the Big World of Finance
May 11, 2015
Content provided by Robyn Murray, Freelance Writer Case Eichenberger grew up in a small, rural village of 223 people in southeast Nebraska. Each day, his father drove him nine miles over country roads to a nearby town where he went to school in the same red brick building from first grade through graduation. In a…
GIPS Verification: Why is it Important?
May 20, 2014
Content provided by Mike Forker, CLS Chief Compliance Officer At CLS, we often highlight the fact that our performance is GIPS® verified; we state it on our presentations, include it in our marketing materials, and post it on our website. We say it often because it is something we are very proud of. But while…
CLS Morningstar Ranking – Top 4%
March 18, 2014
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Each quarter Morningstar publishes a report entitled the Morningstar ETF Landscape Report. The report tracks 648 ETF strategies from 153 firms on a regular basis. The CLS Aggressive ETF model ranks in the top 4%1 for its 5-Year performance as of December 31, 2013, with…
Paperwork Changes for 2014
January 23, 2014
Content provided by Michele Prell, CLS New Business Manager As the 2014 year gets under way, most of us have New Year’s Resolutions that we are trying to implement, whether it be personally or professionally. CLS is no different. Over the past six months, members of the New Business, Sales, Technology, and Service teams have…