What's New at CLS


Introducing CLS’s
Weekly 3

Now Offering Access to the
American Funds F3 Share Class

DOL Readiness

Behavioral Investing

Featured Content

Introducing CLS’s
Weekly 3

Each Tuesday, CLS releases market commentary to all advisors and subscribed viewers. Recently, CLS has renamed its weekly commentary to CLS’s Weekly 3, and has placed emphasis on relaying information regarding three important investing topics for the week. To explore our Weekly 3 commentary or subscribe, please click here.

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Now Offering Access to the
American Funds F3 Share Class

CLS is now offering access to F3 American Funds Share Class through Constellation Trust Company (CTC)! When advisors and investors utilize CLS’s American Funds solutions, they can take advantage of several unique features including: Access to the F3 American Funds share class through Constellation Trust Company (CTC), which offers lower internal expenses than other share classes….

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DOL Readiness

In early June 2017, the U.S. Department of Labor’s fiduciary rule (the “Rule”) went into effect, mandating that all advisors, including brokers, act in the best interest of their clients when providing advice concerning clients’ retirement accounts. At CLS, we are well positioned for DOL changes with the strategies that we offer, and have been…

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Behavioral Investing

CLS is working with a team of behavioral scientists to uncover the core social, cognitive, and emotional behaviors that drive investment decisions. The first step in this process was to evaluate existing literature regarding this topic. Explore our findings in our recently released “Understanding Investors” white paper.

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Bonds in a Rising Rate
Environment White Paper

CLS offers the “Bonds in a Rising-Rate Environment” white paper to help investors understand why their portfolios should include bonds. For more detailed insight download the white paper here.

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New CLS Videos

Get a look at the people behind CLS in our updated Culture and Q&A videos! Featuring employees through an authentic and candid lens, these videos are a first-hand account of who we are and what we stand for. These two videos are available to view on both the CLS website and CLS YouTube channel, or…

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Fidelity 401(k) Solutions

CLS’s new Fidelity AdvisorOne Solutions offer professional management for plans that utilize Fidelity BrokerageLink, but are not able to withdraw advisory fees. Using AdvisorOne and AdvisorOne Protection strategies, CLS is able to keep costs low since the advisory fees are paid directly from the internal expenses of the funds. Advisors can contact the CLS Sales…

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Higher Calling

After working with investment advisors for nearly 30 years, CLS’s Chief Investment Officer Rusty Vanneman, CFA, CMT, shares his insights on the client-advisor relationship and how helping clients reach their long-term investment goals is truly a “higher calling”. In this newly released book, Rusty: Includes stories from CLS advisors. Examines the behavior gap and how…

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Integrated Independence
White Paper

Considerable changes are happening in wealth management – ranging from regulatory updates, to new technologies creating new competition, and fee pressures to advisors, along with altering consumer expectations that is raising the bar for all. CLS invites you to read our white paper “Integrated Independence” for more insight on these changes, in addition to information…

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New Email Subscription Option

CLS now offers advisors the ability to receive periodic tips and tricks on various operational subjects, including how to navigate reports and apps, tax reporting information, and much more. Subscribe today at CLSinvest.com/email-subscriptions and select the “operational tips” subscription option.

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