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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.
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Delivering innovative investment solutions, market-leading insights, and premier portfolio management services to help advisors and investors achieve financial success.
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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: http://8pe8jr.wcbzw.com/award-wins/
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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.