Currently, there are more than 2,000 exchange traded funds (ETFs) available, representing over $3.4 trillion in assets. We consider ETFs to be an ideal complement to our Risk Budgeting Methodology because of their multitude of potential benefits. CLS uses ETFs to build Risk-Budgeted, targeted, or strategically managed portfolios for investors seeking to build capital, generate income, protect wealth, or minimize tax consequences.

Discover CLS's ETF history

Explore Why CLS Likes ETFs
  • Transparency: Most ETFs report exact holdings daily, so investors can verify that the ETF is closely tracking its benchmark.
  • Intra-Day Trading: Like stocks, ETFs trade throughout the day, so their price fluctuates with market supply and demand.
  • Lower Cost: Because ETFs do not have minimums, front-end loads, or redemption fees, they can offer significant cost savings.
  • Diversification: ETFs are designed to track market indexes that may contain hundreds or thousands of securities.
  • Stable Market & Risk Exposure: ETFs can provide much more stable market exposure than mutual funds, allowing CLS to minimize style drift.
  • Tax Efficiency: ETFs typically distribute fewer capital gains to shareholders than traditional mutual funds.

Explore Our Exchange Traded Funds Investing Solutions

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

Portfolios seek consistent, reliable distributions from a variety of traditional and non-traditional income-producing assets.