What's New at CLS


New Email Subscription Option

Newly Updated:
91 Reasons People Don’t Invest

AdvisorOne Funds Solutions

CLS 2017 Investment Themes

Featured Content

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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Newly Updated:
91 Reasons People Don’t Invest

Do you always have seem to have an excuse to not invest? Take a look at what you could be missing out on with our newly updated 91 Reasons Not to Invest piece. This document walks you through the top reasons people have not invested each year since 1926 and demonstrates the investment growth that…

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AdvisorOne Funds Solutions

The CLS-managed AdvisorOne Funds primarily invest in ETFs due to the potential benefits they offer, including lower cost, tax efficiency, diversification, transparency, and more. The AdvisorOne Funds give investors with smaller accounts and a range of investment goals access to a variety of ETFs. CLS’s AdvisorOne Funds solutions are available for investors seeking to accumulate…

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CLS 2017 Investment Themes

CLS manages various investment strategies with different mandates, investment universes, and portfolio management teams. Each portfolio management team has different biases and preferences, but there are two guiding principles that each has in common: the Risk Budgeting Methodology and CLS Investment Themes. CLS’s Investment Themes are incorporated into portfolio positioning for each of the strategies…

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CLS 2017 Events

We recently finalized our list of 2017 events. In addition to attending a number of industry-wide events, we also host our own professional development conferences. Our CLS events for 2017 include: Partnership Meetings, which are held at our Omaha office and are designed to guide advisors through our disciplined investment methodology, strategies to grow their…

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American Income X Strategy

CLS’s latest strategy – American Income X – is designed for investors seeking a specific and steady income yield. This strategy combines income-producing American Funds with a variety of income-generating ETFs that offer a wide range of yield and risk/ return opportunities. Click here to learn more about this exciting new strategy.

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Tax Transition Process

CLS’s tax transition process allows investors to transfer an existing non-qualified account into CLS’s management and spread out capital gains over multiple tax years. Click here to learn more.

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CLS Wins ETF Strategist Award

CLS was recently selected as the winner of wealthmanagement.com’s 2016 Asset Managers – ETF Strategists category. Our winning initiative includes  helping advisors move conversations away from performance and benchmarks—forces investors can’t control—and toward tangible, long-term goals, which investors can control. We have re-categorized our investment strategies into an outcome-based approach, and implemented the new focus on its website, investment…

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CLS Reference Guide

CLS’s Quarterly Reference Guide is the latest sales and retention tool available from CLS. This resource offers a variety of information including information about CLS, ideas for how an advisor can demonstrate his or her value to clients, details regarding CLS’s methodology and strategies, a review of the prior quarter, an outlook for the coming…

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Quarterly Market Outlook

In our most recent CLS Quarterly Market Outlook, we’ll take an in-depth look at Risk Budgeting, explore CLS’s Investment Themes, uncover our outlook for the coming quarter, and much more. Click here to explore our latest Quarterly Market Outlook in PDF, video, and/or presentation format(s).

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