First of its kind, disruptive models utilize products from five ETF issuers at zero-percent strategist fee.

 CLS Investments, LLC (“CLS”), a third-party money manager and leading manager of exchange traded fund (“ETF”) portfolios, launched Smart ETF Models, which utilize products from five ETF providers at a zero-percent strategist fee. CLS partnered with Deutsche Asset Management, First Trust, J.P. Morgan Asset Management, PIMCO and PowerShares by Invesco to offer these first of its kind models.

CLS currently offers eight Smart ETF Models, which are globally diversified portfolios composed of smart beta and active ETFs, along with smaller satellite positions in ETFs focused on specific sectors, countries and alternative assets. The Smart ETF Models were designed to focus on total return proportionate to the investor’s Risk Budget (which can range from conservative to aggressive). They are currently available on Orion Communities (through CLS’s sister company, Orion Advisor Services), Envestnet, FTJ FundChoice and others.

“At CLS, we recognize that in our ever-changing industry, offering low-cost solutions1 that add value to an investor’s portfolio is crucial for an advisory firm’s growth and success,” said CLS CEO Ryan Beach.  “We also recognize the positive impact that smart beta and factor investing have on portfolios. While zero-fee models traditionally contain allocations to only one provider or entity, CLS’s Smart ETF Models will provide advisors with a solution that incorporates ETFs from multiple providers and align with the client’s Risk Budget and CLS’s active outlook.”


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