CLS Blog
Making the Case: 3 Tips for Better Investing
June 14, 2019
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager We all know the story by now. Over the last 10 years, the U.S. market has been on fire, while our friends overseas have missed out. That may be true, but it’s only half of the story. Investable Stocks Outside of the U.S. Thanks to…
GLOBAL AND BALANCED: Helping Investors Succeed
June 11, 2019
By Kostya Etus, CFA, Senior Portfolio Manager A more stable experience Diversifying across multiple asset classes, such as U.S. stocks, international stocks, and bonds, has historically provided better and more stable returns than investing in one asset class alone. By investing in a globally diversified, balanced portfolio, we believe investors may reduce their risk and…
Direct Disruption
May 14, 2019
Content Provided by Shana Sissel, CAIA – Portfolio Manager Change is coming to the ETF marketplace. ETFs once seemed unstoppable as industry trends evolved from closed-end products to mutual funds to ETFs. But the evolution isn’t over yet. Now, while the industry continues to rake in an impressive $1 billion each day, some ETF players…
Making the Case: 3 Tips for Better Investing
May 10, 2019
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Today’s topic is the favorite subject of a lot of portfolio managers and the conundrum facing many U.S. investors: Is it worth it to invest overseas? We have discussed this numerous times (and will continue to do so), but I hope the additional thoughts…
Making the Case: 3 Tips for Better Investing
May 2, 2019
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Tax Management is a Strong Pick As a senior client portfolio manager at CLS Investments and a self-proclaimed investment strategist, I get asked every day how best to build a portfolio to fit an investor’s unique needs. It is a task I enjoy, but…
Efficient Markets, Meet: PEOPLE
May 1, 2019
Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager If you haven’t heard, Zoom Video Communications went public on April 18, 2019, under the ticker ZM. Full disclosure, we use Zoom video conferencing around the office, and it’s quite nice, especially in today’s workplace with travel and remote employees….
Season with a Pinch of Alts
April 25, 2019
Content Provided by Shana Sissel, CAIA – Portfolio Manager In today’s turbulent markets, more and more financial professionals are beginning to look to alternative funds for investment options. As a result, more investment managers are beginning to create alternative funds, and many hedge funds are registering their products under the 40 Act, making them more…
Making the Case: 3 Tips for Better Investing
April 16, 2019
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset…
CLS Parent Company, Northstar Financial, Announces Unification Under Orion Brand, New Leadership Team
April 11, 2019
Northstar Financial Services Group, LLC, the parent company of CLS Investments, Orion Advisor Services, FTJ FundChoice, and Constellation Trust Company, has announced that it will be renamed Orion Advisor Solutions. Its subsidiaries, including CLS, will be unified under the Orion brand identity. This initiative will enable us, and our sister companies, to deliver an even…