CLS Investment Firm

read moreWe're thrilled to announce that TA Associates, our majority owner since 2015, has decided to reinvest in the future of our business alongside Genstar Capital Inc., putting us in the position to pursue an industry-changing merger with Brinker Capital, Inc. CLS is pleased to announce that we have been awarded ETF Investor of the Year by ETF.com and ETF Strategist of Year by WealthManagment.com. Click to explore our full list of awards and accolades. CLS is an ETF strategist working with over 6,000 financial advisors and 1,300 qualified plan sponsors to manage nearly 45,000 investor portfolios.

read moreCurrently, 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.

read moreAs part of our ongoing commitment to helping financial advisors succeed in today's challenging operating environment, CLS has created the AdvisorIQ education series, through which we publish actionable industry-related content designed to help advisors enhance their service offerings and run a better business. Globally, money and personal finances are one of the largest sources of stress for people. Despite the criticality of personal finances for our lives and futures, research shows a pervasive financial illiteracy at even a basic level of knowledge for most people.