We’re thrilled to announce that TA Associates, our majority owner since 2015, has decided to reinvest in the future of our business alongside Genstar Capital Inc., putting us in the position to pursue an industry-changing merger with Brinker Capital, Inc.

A Trusted Partner for Financial Advisors

Delivering innovative investment solutions, market-leading insights, and premier portfolio management services to help advisors and investors achieve financial success.

Award-Winning Asset Management

CLS is pleased to announce that we have been awarded ETF Investor of the Year by ETF.com and ETF Strategist of Year by WealthManagment.com. Click to explore our full list of awards and accolades.

This information is not complete without these disclosures: https://www.clsinvest.com/award-wins/

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