What's New at CLS


CLS Smart ETF Models

“The Weighing Machine”

New Online Risk
Budget Calculator

Introducing CLS’s
Weekly 3

Featured Content

CLS Smart ETF Models

CLS is excited to announce that we are now offering select ETF models for free *. You read that correctly, CLS’s Smart ETF Models (formerly “Core Plus ETF” models) will now be offered at a 0% strategist fee on select platforms! These models are truly revolutionary to our industry – CLS is not only providing…

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“The Weighing Machine”

Now produced twice per month CLS’s “The Weighing Machine” podcast features Chief Investment Officer, Rusty Vanneman and a variety of guests. The podcast covers CLS’s most recent “Weekly 3” topics and other engaging content. Subscribe today by clicking here.

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New Online Risk
Budget Calculator

Our Risk Budgeting process starts by defining the investor’s personalized Risk Budget, based on his or her unique investing time horizon, specific investment goals, and tolerance for risk. This budget is the level of risk at which we manage the investor’s portfolio. Calculate a personalized Risk Budget today by using our new tool found here.

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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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