CLS Investments
Finance · Nebraska, United States · 120 Employees
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About
Headquarters
17605 Wright St, Omaha, Nebraska, 68130, United...Phone Number
(888) 455-4244Website
www.clsinvest.comRevenue
$24.8 MillionIndustry
Who is CLS Investments
CLS is an Omaha-based registered investment adviser managing in excess of $9.2 billion. As one of the largest third-party money managers and ETF strategists in the U.S., CLS partners with thousands of advisors, plan sponsors, and institutions to offer a full suite of outsourced portfolio management solutions for more than 44,000 individual investors. CLS specializes in creating portfolios based on a distinct risk budgeting methodology and active asset allocation approach. The CLS investment process is governed by systematic research across asset classes and strategies and the continuous measuring of risk. CLS claims compliance with the Global Investment Performance Standards (GIPS®). CLS Investments, LLC is a registered investment adviser.Explore more
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CLS Investments
$24.8M
120
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CLS Investments News & Media
CLS Investments Debuts Five New Tax-Managed Portfolio Strategies
OMAHA, Neb.--(BUSINESS WIRE)--CLS Investments portfolios has announced the launch of five new direct indexed, tax-managed strategies.
NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team
OMAHA, Neb.--(BUSINESS WIRE)--NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The changes, which will take effect in September 2019, will enable NorthStar and its subsidiaries to better align their corporate strategies; bring clarity and cohesion to the productFTJ FundChoice and CLS Investments Announce the Unification of TAMP Businesses
OMAHA, Neb.--(BUSINESS WIRE)--FTJ FundChoice, together with CLS Investments, announces plans to unify their TAMP businesses under the direction of FTJ FundChoice CEO, Dean Cook.CLS Investments Wins ETF Strategist of the Year at the 2018 WealthManagement.com Industry Awards
OMAHA, Neb., Sept. 26, 2018 /PRNewswire/ -- CLS Investments, LLC ("CLS"), a third-party money manager and leading manager of exchange traded fund ("ETF") portfolios, announced today that it won the 2018 WealthManagement.com Industry Award for ETF Strategist. Now in its fourth year, the...CLS Investments Partners with Premier ETF Providers to Launch Zero-Fee 'Smart ETF Models'
OMAHA, Neb., Oct. 31, 2017 /PRNewswire/ -- CLS Investments, LLC ("CLS"), a third-party money manager and leading manager of exchange traded fund ("ETF") portfolios, launched Smart ETF Models, which utilize products from five ETF providers at a zero-percent strategist fee. CLS partnered wit...
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Frequently Asked Questions Regarding CLS Investments
CLS is an Omaha-based registered investment adviser managing in excess of $9.2 billion. As one of the largest third-party money managers and ETF strategists in the U.S., CLS partners with thousands of advisors, plan sponsors, and institutions to offer a full suite of outsourced portfolio management solutions for more than 44,000 individual investor... Read More
