AdvisorOne Funds Strategy

Utilizes CLS-managed funds, which are composed primarily of ETFs. The funds focus on total return, meaning growth of value through interest, capital gains, and dividends proportionate to the investor’s risk tolerance.

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CLS’s AdvisorOne Funds Strategy combines multiple CLS-managed funds to produce a portfolio in line with the investor’s financial objectives and Risk Budget. These funds, which primarily invest in ETFs, cover a broad spectrum of investment goals, including long-term growth, total return, principal protection, and income.

Within this strategy, CLS actively adjusts the mix of investments to ensure the investor’s portfolio aligns with his or her Risk Budget, yet still seeks opportunities in the market.

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Moderate Portfolio (Risk Budget 60)

AdvOneAllocations

Any sample allocations displayed in this work are meant to serve as examples.
Actual holdings may differ. This information should not be considered investment advice.