We Love the Impossible

“Heavier-than-air flying machines are impossible”

– Lord Kelvin, President, Royal Society, 1895

It's Better When Things Evolve

“The Americans have need of the telephone, but we do not. We have plenty of messenger boys.”

– William Preece, British Post Office, 1876

We Challenge Never

“Man will never reach the moon regardless of all future scientific advances”

– Dr. Lee De Forest, investor of the Audion tube and father of radio, 1967

We’ve created a better investor experience by utilizing our Risk Budgeting Methodology, as well as allocating to active and smart beta ETFs. Our CLS Smart ETF Models are offered on select platforms for FREE* (0% strategist fee), and are composed of allocations from multiple premier partner ETF providers.

We invite you to listen to our pre-recorded webinar via the link below, which dives deeper into CLS’s Smart ETF Models.

Model Providers

CLS typically allocates its Smart Models among 12 to 18 globally diversified ETFs from multiple providers, according to the investor’s individual Risk Budget. Portfolios will mostly hold smart beta and active ETFs, with some smaller satellite positions in ETFs focused on specific sectors, countries, and alternative assets.

A better investor experience through smart beta

Traditionally, ETFs were designed to track common broad market indices such as the S&P 500. More recently, however, new indices (smart beta ETFs) have been created that are designed to behave differently than the traditional, market-cap weighted indices. Smart beta ETFs utilize commonly known investment strategies or risk factors, and offer a set of institutional-quality tools for managing Risk-Budgeted portfolios.

Factors, which are broad, persistent drivers of risk and return are an important component of smart beta. CLS utilizes factor investing to fortify our traditional portfolio management, as we believe this helps produce stronger investment results with a greater degree of consistency over time. The seven factors CLS tends to emphasize are:

Model Options

CLS typically allocates its Smart Models among 12 to 18 globally diversified ETFs from multiple providers, according to the investor’s individual Risk Budget. Portfolios will mostly hold smart beta and active ETFs, with some smaller satellite positions in ETFs focused on specific sectors, countries, and alternative assets.

models may vary depending on platform availability

Model Availability