Explore our Protection 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.
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.
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.