CLS’s Guiding Principle: To be a trusted partner with financial advisors and to deliver innovative investment solutions and reliable portfolio management to investors.

Our Roots

In 1972, W. Patrick Clarke began his career as a stockbroker at a time when others were struggling to survive in that profession. In 1975, he left that post to focus on working with individual investors to develop highly customized financial plans and investment management options. When other financial planners began expressing a need for this type of individualized approach, he began to partner with them as a third party asset manager. In 1989, Mr. Clarke was the majority partner in creating the independent asset allocation firm Clarke Lanzen Skalla Investment Firm, LLC. The company was founded on lessons Mr. Clarke learned as both a financial advisor and an individual investor. Under Mr. Clarke’s direction, that company would eventually become CLS Investments.

CLS's story: a video narrated by ryan beach, cls ceo