What's New at CLS
CLS is pleased to announce that we have been selected as ETF Investor of the Year by ETF.com! This award honors the financial advisor or advisor team who most effectively uses ETFs to deliver high-quality portfolios in an innovative way. Read more about our win here. This information is not complete without these disclosures.
CLS now has a tax aware strategy available within its suite of American Funds solutions. Our American Tax Aware Strategy helps investors keep their wealth by maximizing the post-tax total return of their portfolios. Learn more here.
Did you know that CLS has solutions available to meet the unique needs of investors who may be seeking exposure to environmental, social, and governance (ESG) investment options? The ESG sector has seen tremendous growth in recent years (33% growth since 2014*) and is poised to continue as more values-conscious investors begin saving for retirement. Click…
CLS’s newly published “The Investment Case for Real Assets” white paper explores why real assets are taking on a more crucial role within strategic strategies. Download this resource now by clicking here.
CLS recently launched a new strategy in its suite of American Funds solutions. This strategy is designed to seek capital appreciation in accordance with the investor’s Risk Budget, with a secondary emphasis on tax awareness designed to increase the potential for after-tax returns. Learn more by clicking here.
CLS is excited to announce that we are now offering select ETF models for free *. You read that correctly, CLS’s Smart ETF Models (formerly “Core Plus ETF” models) will now be offered at a 0% strategist fee on select platforms! These models are truly revolutionary to our industry – CLS is not only providing…
Now produced twice per month CLS’s “The Weighing Machine” podcast features Chief Investment Officer, Rusty Vanneman and a variety of guests. The podcast covers CLS’s most recent “Weekly 3” topics and other engaging content. Subscribe today by clicking here.
Our Risk Budgeting process starts by defining the investor’s personalized Risk Budget, based on his or her unique investing time horizon, specific investment goals, and tolerance for risk. This budget is the level of risk at which we manage the investor’s portfolio. Calculate a personalized Risk Budget today by using our new tool found here.
Each Tuesday, CLS releases market commentary to all advisors and subscribed viewers. Recently, CLS has renamed its weekly commentary to CLS’s Weekly 3, and has placed emphasis on relaying information regarding three important investing topics for the week. To explore our Weekly 3 commentary or subscribe, please click here.
CLS is now offering access to F3 American Funds Share Class through Constellation Trust Company (CTC)! When advisors and investors utilize CLS’s American Funds solutions, they can take advantage of several unique features including: Access to the F3 American Funds share class through Constellation Trust Company (CTC), which offers lower internal expenses than other share classes….