Every investor has meaningful financial goals, such as saving for college expenses, owning a home, travelling, or retiring comfortably. CLS’s Accumulation strategies seek to help investors build resources to achieve these important objectives.

Our Accumulation portfolios are designed to seek intermediate- and long-term capital appreciation, and may include ETFs, mutual funds, and/or individual stocks and bonds. We actively adjust our portfolios to keep the mix of investments in line with the investor’s specified Risk Budget and take advantage of opportunities in the market. Some investors may also elect to have systematic distributions taken from their Accumulation portfolio.

Explore our Accumulation Strategies

American Funds are renowned for their managers’ stock-picking expertise and long-term focus, which makes these funds an ideal complement to CLS’s Risk Budgeting and asset allocation specialization.

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CLS manages the AdvisorOne Funds to meet a broad spectrum of investment goals within portfolios of all account sizes. These funds primarily invest in ETFs.

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CLS’s ESG strategy solutions offer actively managed, globally diversified exposure to environmental, social, and governance (ESG) companies through exchange traded funds (ETFs) and mutual funds.

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Since they were launched in 1993, ETFs have gained tremendous popularity. CLS began using ETFs in the late 1990s and is now one of the largest active money managers of this versatile investment vehicle.

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Strategies intended to be used within a portfolio as satellite allocations for investors seeking to target specific assets and investment objectives, such as real assets, alternatives, inflation protection, and capital preservation.

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CLS’s Separate Accounts solutions provide higher net worth investors and institutions customized and adaptive Risk-Budgeted portfolios of ETFs and/or individual stocks and individual bonds.

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