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. Unlike other custodians, CTC offers this share class with no transaction fees.¹
• Account minimums starting at just $10,000.
• Access to favorably-ranked CLS American Funds models, including our growth and aggressive models, which dependent on risk level, rank in the top 1-13% of all 310 mutual fund-based strategist portfolios available on the Envestnet platform.²
• Share class conversion designed to limit tax implications for investors with non-qualified accounts.
• A professional money manager with an average American Funds portfolios redemption rate of 5%.

Click here to learn more about our American Funds solutions.

¹other fees may apply
²Based on data available from Envestnet for the total Fund Strategist Portfolios within the Mutual Fund and Exchange Traded Fund Portfolios. These portfolios offer individual investors an actively managed portfolio comprised of mutual funds and/or ETFs. Many of the funds on the Envestnet platform are institutional class and are not directly available to retail investors. Rankings calculated by CLS using annualized total returns over 5 years for the period ending 5/31/2017. CLS is not affiliated with Envestnet. Investing involves risk. Past performance is not a guide to future results.