CLS Investments, LLC (“CLS”), a third-party money manager and leading manager of exchange traded fund (“ETF”) portfolios, announced today that it won the 2018 WealthManagement.com Industry Award for ETF Strategist. Now in its fourth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies and organizations that support financial advisor success.
CLS was awarded ETF Strategist of the year for its Smart ETF Models, which utilize products from five ETF providers at a zero-percent strategist fee. These first-of-their-kind models focus on active and smart beta ETFs, which have historically demonstrated a bias to outpace the market over time. CLS manages these models with their disciplined and active Risk Budgeting framework, with a continued focus on the global market.
CLS also provides clear and consistent information to advisors and investors to strengthen conversations among the two parties and keep investors on course. CLS offers advisors and investors a variety of tools including innovative video statements, an engaging online portal, weekly multi-media commentary, and more. CLS manages nearly 45,000 investor portfolios through partnerships with over 6,000 financial advisors and 1,500 qualified plan sponsors.
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