What's New at CLS


DOL Readiness

Behavioral Investing

Bonds in a Rising Rate
Environment White Paper

New CLS Videos

Featured Content

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…

Read More

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.

Read More

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.

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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.

Read More

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…

Read More

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…

Read More