CLS is an ETF strategist working with over 6,000 financial advisors and 1,300 qualified plan sponsors to manage nearly 45,000 investor portfolios. Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource portfolio management to CLS. CLS’s partnership model gives advisors time to create meaningful relationships with their clients and learn important details about their financial standing, investing time horizon, and specific investment objectives. When the advisor passes this information on to CLS, we can accordingly make timely and active asset allocation decisions within the investor’s portfolio. Through this mutually beneficial connection, CLS can enhance an advisor’s service to investors.
With several billion in assets under management and as a part of NorthStar Financial Services Group, LLC, CLS has the investment experience to help advisors and individual investors achieve financial success.