Studies show that investors who ignore tax ramifications in their portfolios can lose between 1% and 2% of their annual returns to taxes. Therefore, it is important for investors to make strategic, tax-conscious decisions about their portfolio’s investments, particularly if the majority of their assets are in taxable accounts.

CLS’s Tax Management strategies are designed to help investors do just that. We seek to increase the tax efficiency of portfolios so investors can manage every possible dollar in taxes.

Explore our Tax Managed 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.

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.

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.