Sample Investment Proposal

Using feedback from advisors and investors, CLS has created an investment proposal that helps guide a conversation between advisors and their investors about who CLS is, the relationship we have with advisors, how we manage money, and the expertise and individualization we bring to each account we manage. These customized proposals can be easily generated online via CLS’s advanced eProfile system, which gives advisors:

  • The ability to include the information that’s important to their clients and exclude what’s not
  • Ability to set defaults or customize each proposal according to individual preferences
  • Consolidated AdvisorOne Funds holdings for accounts using AdvisorOne Funds strategies
  • A look that’s more consistent with other investor reports available on

CLS investment proposal options include:

  • A personalized letter from the advisor
  • Proposed account holdings
  • CLS’s investment methodology overview
  • Fee information
  • Individual investment strategy information
  • CLS tools and resources
  • Investment committee overview