Advisor Resources

We’ve used feedback from advisors and investors to create an investment proposal that helps facilitate a conversation between advisors and their clients about who CLS is, how we manage money, and the expertise and individualization we bring to each account we manage. These customized proposals can be easily generated online via CLS’s advanced eProfile system.

Also, in addition to hosting an array of professional development conferences each year, CLS is also active in the financial services conference circuit where we’re often presenting or exhibiting.

Additionally, because CLS believes being a good partner means sharing knowledge, we have brought together experts in practice management, technology, marketing, distribution, compliance, and other areas to participate in the CLS AdvisorIQ Series. This education series is designed to help advisors, fund managers, and business proprietors enhance their service offerings and run a better business. Additional white paper content focusing on investment management is also available.

CLS is always exploring how we can better support our advisor partners and the investors who depend on us for professional investment management. Please contact a member of the CLS sales team to learn more or provide your input about how we can support you.