The CLS-managed AdvisorOne Funds primarily invest in ETFs due to the potential benefits they offer, including lower cost, tax efficiency, diversification, transparency, and more. The AdvisorOne Funds give investors with smaller accounts and a range of investment goals access to a variety of ETFs.

CLS uses Risk Budgeting and the CLS-managed AdvisorOne Funds to build portfolios optimized for the investor’s personal risk/return goals and are offered to investors seeking to accumulate or protect their wealth.

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Portfolios are focused on total return, meaning growth of value through interest, capital gains, and dividends proportionate to the investor’s risk tolerance.

Portfolios pursue capital growth during sustained market uptrends, yet seek protection of assets during catastrophic market downturns.