Investment Platforms & Custodians

CLS acts as a sub-advisor and investment research provider to many broker-dealer self-clearing platforms, brokerage custodians, Registered Investment Advisors (RIAs), and overlay portfolio management enterprises. These partnerships with financial institutions allow for a customized application of CLS offerings, other investment options, and technology tools in a way that best benefits an advisor’s business and clients. The availability of CLS’s models on overlay portfolio management platforms has greatly expanded access to CLS’s professional money management for both advisors and clients.

Sub-Advisory & Broker/Dealer Platforms

Available Custodians