The CLS Protected Equities Strategy dynamically allocates among four asset class segments, including opportunistic equities, large-cap domestic equities, low-volatility equities, and U.S. Treasury ETFs. A sensitivity level and multiple trigger points are used to determine when the portfolio must trade into less volatile equities and/or U.S. Treasury ETFs in an effort to protect the original investment.

This strategy is most suitable for investors who are particularly sensitive to market declines due to a shortened investment time horizon or an extreme fear of decreasing account value. Current equity market prices influence the allocation of assets between those seeking growth of capital and those seeking protection of principal.