What's New at CLS
Featured Content
CLS 2017 Investment Themes
CLS manages various investment strategies with different mandates, investment universes, and portfolio management teams. Each portfolio management team has different biases and preferences, but there are two guiding principles that each has in common: the Risk Budgeting Methodology and CLS Investment Themes. CLS’s Investment Themes are incorporated into portfolio positioning for each of the strategies…
CLS 2017 Events
We recently finalized our list of 2017 events. In addition to attending a number of industry-wide events, we also host our own professional development conferences. Our CLS events for 2017 include: Partnership Meetings, which are held at our Omaha office and are designed to guide advisors through our disciplined investment methodology, strategies to grow their…
American Income X Strategy
CLS’s latest strategy – American Income X – is designed for investors seeking a specific and steady income yield. This strategy combines income-producing American Funds with a variety of income-generating ETFs that offer a wide range of yield and risk/ return opportunities. Click here to learn more about this exciting new strategy.
Tax Transition Process
CLS’s tax transition process allows investors to transfer an existing non-qualified account into CLS’s management and spread out capital gains over multiple tax years. Click here to learn more.
CLS Wins ETF Strategist Award
CLS was recently selected as the winner of wealthmanagement.com’s 2016 Asset Managers – ETF Strategists category. Our winning initiative includes helping advisors move conversations away from performance and benchmarks—forces investors can’t control—and toward tangible, long-term goals, which investors can control. We have re-categorized our investment strategies into an outcome-based approach, and implemented the new focus on its website, investment…
CLS Reference Guide
CLS’s Quarterly Reference Guide is the latest sales and retention tool available from CLS. This resource offers a variety of information including information about CLS, ideas for how an advisor can demonstrate his or her value to clients, details regarding CLS’s methodology and strategies, a review of the prior quarter, an outlook for the coming…
Quarterly Market Outlook
In our most recent CLS Quarterly Market Outlook, we’ll take an in-depth look at Risk Budgeting, explore CLS’s Investment Themes, uncover our outlook for the coming quarter, and much more. Click here to explore our latest Quarterly Market Outlook in PDF, video, and/or presentation format(s).
Defining the Fiduciary Standard and a Prudent Investment Process
As the landscape of money management evolves with new regulations, technology, knowledge, and abilities, it is important to revisit two core industry concepts: the fiduciary standard and a prudent investment process. The fiduciary standard has always been imposed upon registered investment advisors by the Investment Advisers Act, but it is receiving new focus with the…
Converting to Fee Based and the DOL Fiduciary Rule Timeline
At CLS we strongly believe advisors and investors benefit from transitioning from a commission-based transactional approach to a fee-based model, which utilizes an active money manager. This article will examine how transitioning to a fee-based model is impacted by the DOL’s new fiduciary rule (the “Fiduciary Rule”). Under ERISA and the Fiduciary Rule, converting from…
Mobile Technology
In addition to CLS’s mobile app, which is intended to provide on-the-go account information, CLS offers the ability for advisors and investors to receive on-demand and/or recurring notifications. These notifications are sent directly to the advisor or investor’s mobile device or email, and can be utilized 24/7. Click here to explore the features of our mobile technology.