CLS Investments (CLS) is a third party investment manager, ETF strategist, and long-time trusted partner in the financial industry.

QUICK FACTS

  • Founded: 1989
  • Corporate Headquarters: Omaha, NE
  • Assets Under Management: $9.0B*
  • Employees: 100+
  • Active Broker-Dealer Partners: 680+
  • Approved CLS Advisors: 6.300+
  • CLS Investors: 45,000+ (institutional investors include several state 529 plans and prominent university endowment funds)
  • Investment Team Members: 14
  • Portfolio Management Credentials:
    • 6 Chartered Financial Analyst (CFA®) Holders, 1 Chartered Market Technician (CMT®), 2 Chartered Alternative Investment Analysts (CAIA), 1 Certified Investment Management Analyst (CIMA®)
  • Industry Veterans: Experienced team from Fidelity Management & Research, Goldman Sachs, Russell Investments, E*Trade, Charles Schwab, State Street, and TD Ameritrade
  • Social Media:  2,300+ “followers” Across Platforms
  • CLS is Among the Top 10 Shareholders in 73 ETFs**

INDUSTRY RECOGNITION

  • 2017 ETF.com ETF Investor of the Year Winner
  • 4-Time Finalist for ETF.com ETF Strategist of the Year
  • 2018 & 2016 wealthmanagement.com ETF Strategist of the Year Winner
  • 2018 4-Category Finalist for wealthmanagement.com Industry Awards
  • 2017 Finalist wealthmanagement.com ETF Strategist of the Year Finalist
  • Grant Engelbart, CFA, CAIA: One of the 2018 Top Ten Portfolio Managers to Watch by Money Management Executive
  • Rusty Vanneman, CFA, CMT: One of the 2017 Top Ten Portfolio Managers to Watch by Money Management Executive

* As of 6/30/2018 ** Bloomberg as of 8/31/2018

CLS Investments, LLC was selected as a winner for ETF.com’s ETF Investor of the Year – 2017. ETF.com is an unbiased, third-party organization which specializes in providing resources on Exchange Traded Funds. ETF.com Award winners are selected in a three-part process. The process begins with open nominations where interested parties were invited to submit nominations. Self-nominations were accepted. Then the ETF.com Awards Nominating Committee – made up of senior leaders at ETF.com and senior members of the FactSet ETF Analytics team – selected up to five finalists in each category. The winners are selected from these finalists by a majority vote of the ETF.com Awards Selection Committee, which is a group of independent ETF experts. ETF.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

CLS Investments, LLC (“CLS”) was selected as a finalist for WealthManagement.com’s 2017 Industry Awards in the category, Asset Managers- ETF Strategist. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of ten industry professionals. Winners of the award for each category were announced October 11, 2017. WealthManagement.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

CLS Investments, LLC (“CLS”) was selected as a winner for WealthManagement.com’s 2016 Industry Awards in the category, Asset Managers- ETF Strategist. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of ten industry professionals. Winners of the award for each category were announced September 29, 2016. WealthManagement.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

CLS Investments, LLC (“CLS”) was selected as a finalist for WealthManagement.com’s 2018 Industry Awards in the categories, Asset Managers: ETF Strategist, Socially Responsible Investing (SRI)/Impact Investing, Thought Leadership Initiative, and Thought Leadership Product Enhancement. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of eleven industry professionals. Winners of the award for each category will be announced September 13, 2018. WealthManagement.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

CLS Investments, LLC (“CLS”) was selected as a winner for WealthManagement.com’s 2018 Industry Awards in the category: Asset Managers- ETF Strategist. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of eleven industry professionals. Winners of the award for each category were announced September 13, 2018. WealthManagement.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

CLS Investments, LLC is a finalist for ETF.com’s ETF Strategist of the Year – 2014-2017. ETF.com is an unbiased, third-party organization which specializes in providing resources on Exchange Traded Funds. ETF.com Award winners are selected in a three-part process. The process begins with open nominations where interested parties were invited to submit nominations. Self-nominations were accepted. Then the ETF.com Awards Nominating Committee – made up of senior leaders at ETF.com and senior members of the FactSet ETF team – voted for up to five finalists in each category. The winners are selected from these finalists by a majority vote of the ETF.com Awards Selection Committee, which is a group of independent ETF experts. Committee members recuse themselves from voting in any category in which their firm is named as finalist. ETF.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

RUSTY VANNEMAN MONEY MANAGEMENT EXECUTIVE AWARD CLS Investment, LLC (“CLS”) Chief Investment Officer, Rusty Vanneman, CFA, CMT, was selected as a “Top 10 Fund Managers to Watch” in 2017 by Money Management Executive. Money Management Executive is an unbiased, third-party publication covering the asset management industry. Money Management Executive chose the list of managers to watch by screening Morningstar data from funds with a single manager, ranked as having the best three-year annualized returns in their respective categories. The list of managers was published March 27, 2017. Money Management Executive is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

GRANT ENGELBART MONEY MANAGEMENT EXECUTIVE AWARD CLS Investment, LLC (“CLS”) Portfolio Manager, Grant Engelbart, CFA, CAIA, was selected as a “Top 10 Fund Managers to Watch” in 2018 by Money Management Executive. Money Management Executive is an unbiased, third-party publication covering the asset management industry. Money Management Executive chose the list of managers to watch after reviewing submitted nominations and biographies, as well as performance and relevance of the manager’s fund(s). The list of managers was published March 12, 2018. Money Management Executive is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.

The CFA is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/

CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. To learn more about the CIMA, visit https://www.imca.org/cima 

The CAIA® is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. To learn more about the CAIA, visit https://caia.org/