CLS Investments, LLC is partnering with numerous TPA and Record Keeper providers across the nation to bring a simplified approach to the unbundled retirement market.
When you use CLS’s kStar product as your fiduciary provider, receive access to:
Plan sponsors and advisors can choose to add a mutual fund or ETF line-up as an option to complement our managed ETF models available to participants.
CLS Investments, LLC provides investment fiduciary services and may serve as a section 3(38) defined investment manager under ERISA. CLS investment strategists and portfolio managers, five of whom hold the prestigious Charter Financial Analyst designation, monitor portfolios daily and use a disciplined investment strategy that helps investors manage risk and achieve optimized returns. ETFs generally have lower expense ratios and trading fees, are more transparent than mutual funds, provide broad diversification, and tend to generate fewer capital gains than mutual funds. You should also be aware that ETFs carry similar risks to those of stocks and that returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost.