At CLS, we understand independent advisors’ values and unique needs because we’ve been there – starting as an independent advisory firm decades ago. For us, this is beyond a business relationship – it is a true partnership. Our role as fiduciary is at the heart of our mission.

CLS provides a multitude of resources, tools, and portfolio management options to our advisor partners and the investors we jointly serve. By always expanding our expertise to meet our advisors’ growing needs, we ensure that they are, in turn, giving their clients the best opportunity to meet their investment goals.