FROM PAST TO PRESENT:
A TIMELINE OF OUR FIRM

1989

CLS is founded.

1997

CLS creates the AdvisorOne Funds family. These CLS-managed funds were created as the fundamental building blocks of many CLS strategies and are used within individual investors’ accounts in a variety of ways based on efficiency optimization, account size, and preference.

1998

CLS purchases its first ETF.

2000

CLS introduces its adaptive and disciplined Risk Budgeting portfolio management methodology.

2002

Qualified retirement plan participants gain access to CLS professional management.

2003

NorthStar Financial Services Group is formed.

2005

Investors gain access to CLS professional management for their individual stock and bond portfolios.

2007

CLS establishes its 200th broker-dealer relationship.

2010

CLS client account maintenance and access gets faster & simpler with the launch of CLS’s mobile app.

2011

Investors & advisors gain expanded access to CLS through sub-advisory & investment research relationships.

2012

CLS’s portfolio management & analytics teams continue to expand. Currently, the 12-member team has more than 150 years of combined experience. Five members are Chartered Financial Analyst (CFA®) charterholders and five are candidates for the designation. Additionally, one team member is a Certified Investment Management Analyst (CIMA®) and another holds the Chartered Market Technician (CMT) designation.

2013

NorthStar celebrates its 10-year anniversary. As of June 30, 2016 the six NorthStar subsidiary and affiliate companies managed and serviced more than $429 billion in assets.

2014

CLS introduces 10 new strategies utilizing Active and Strategic portfolio management methodologies.

2015

NorthStar is acquired by TA Associates, providing additional capital for future company growth.

The number of Investment Team members holding the Chartered Financial Analyst (CFA®) designation grows.

2016

CLS broker-dealer relationships surpass 400.

2017

CLS broker-dealer relationships surpass 600.

CLS partners with five premier partner ETF providers to launch its 0% strategist fee, multi-issuers Smart ETF Models.