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Description:CLS's Guiding Principle: To be a trusted partner with financial advisors and to deliver innovative investment solutions and reliable portfolio management to
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Login Contact Methodology & Standards Risk Budgeting Global Philosophy GIPS ® Expertise Mutual Funds CLS AdvisorOne Funds American Funds Exchange Traded Funds ESG Strategies Self-Directed Brokerage Accounts Fee-based Planning Strategies Accumulation CLS Smart ETF Models Income Protection Tax Management About Our People Investment Team Team Strategic Partners Investment Platforms & Custodians Qualified Plan Partners In the News Orion Advisor Solutions Thought Leadership Commentary Weekly Market Review & Outlook CLS’s Weekly 3 Monthly Perspectives Quarterly Market Outlook Quarterly Reference Guide Directions Newsletter White Paper Library Best Practices Resources CLS Blog ETF Education Center Risk Budget Calculator Sample Investment Proposal Sample Client Statements Events Mobile App Open Menu Methodology & Standards Risk Budgeting Global Philosophy GIPS ® Expertise Mutual Funds CLS AdvisorOne Funds American Funds Exchange Traded Funds ESG Strategies Self-Directed Brokerage Accounts Fee-based Planning Strategies Accumulation CLS Smart ETF Models Income Protection Tax Management About Our People Investment Team Team Strategic Partners Investment Platforms & Custodians Qualified Plan Partners In the News Orion Advisor Solutions Thought Leadership Commentary Weekly Market Review & Outlook CLS’s Weekly 3 Monthly Perspectives Quarterly Market Outlook Quarterly Reference Guide Directions Newsletter White Paper Library Best Practices Resources CLS Blog ETF Education Center Risk Budget Calculator Sample Investment Proposal Sample Client Statements Events Mobile App ORION MERGES WITH BRINKER CAPITAL We’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. A Trusted Partner for Financial Advisors Delivering innovative investment solutions, market-leading insights, and premier portfolio management services to help advisors and investors achieve financial success. Award-Winning Asset Management 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. This information is not complete without these disclosures: https://www.clsinvest.com/award-wins/ Download our Quarterly Reference guide Listen to Orion's "Weighing Machine" Podcast Explore Risk Budgeting & Calculate a Risk Budget Visit Our Blog View our News Mentions & Media Highlights Subscribe to Market Commentary & More About CLS 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. Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource portfolio management to CLS. CLS’s partnership model gives advisors time to create meaningful relationships with their clients and learn important details about their financial standing, investing time horizon, and specific investment objectives. When the advisor passes this information on to CLS, we can accordingly make timely and active asset allocation decisions within the investor’s portfolio. Through this mutually beneficial connection, CLS can enhance an advisor’s service to investors. Contact Us Sales Team Contact CLS Press Contact News Careers Events Orion Advisor Solutions Orion Portfolio Solutions Orion Advisor Technology © 2020 , LLC Terms of Use Privacy Policy GLBA Privacy Policy Phone: 888.455.4244 or 402.493.3313 17605 Wright St. Omaha, NE 68130 2042-CLS-10/24/2018 Follow Us This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary. At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of , LLC (CLS). CLS does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. CLS does not necessarily endorse or recommend any product or service described at these websites. -- We use cookies to enhance your interactions on our websites. By continuing, you are consenting to cookies being used. For more information see our privacy policy X...
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