For investors who already own or would like to own American Funds, CLS offers the option for professional management of a portfolio composed entirely of these funds or one that combines them with the CLS-managed AdvisorOne Funds.
CLS regularly communicates with American Funds managers and analyzes fund statistics to gain a deeper understanding of the funds’ holdings and characteristics. This insight allows us to build portfolios that are actively adjusted to seek opportunity in line with each investor’s long-term objectives and Risk Budget, even as market conditions change. We carefully manage each portfolio’s allocation to international, emerging markets, growth, and value equities, as well as the credit quality and duration of bonds within the portfolio.
CLS takes over the responsibility of daily account maintenance for each American Funds portfolio we manage. This means we facilitate all requests for withdrawals, required minimum distributions, deposits, and Risk Budget changes. Additionally, our institutional trading capacity means we can provide access to the lowest fee share class of American Funds.