SOURCE: CLS Investments, LLC

FiComm Partners

November 16, 2015 09:29 ET

CLS Investments Redesigns Website With Outcome-Based Investment Approach for Advisor Use With Clients

OMAHA, NE--(Marketwired - November 16, 2015) -

  • CLS's new design (www.clsinvest.com) acts as a more comprehensive learning and client acquisition tool for advisors
  • An outcome-based investment approach addresses those seeking to accumulate wealth, generate income, protect assets, and mitigate tax consequences within their portfolios
  • New features of the website include a user-friendly, sleek design that provides easy access to educational materials and real-time updates to CLS's proprietary protection fund

CLS Investments, LLC ("CLS"), a third party money manager and a leading manager of exchange traded funds ("ETFs") portfolios, has announced the launch of their new interactive website www.clsinvest.com. The site's redesign reflects the firm's outcome-based investing approach that communicates global, risk managed strategies for investors seeking to accumulate wealth, generate income, protect their assets, and mitigate tax consequences within their portfolios.

"CLS has put a lot of thought into creating this education and marketing tool that outlines our outcome-based approach. We want to put clear, tangible, and actionable information at the fingertips of the end user," said Todd Clarke, CEO of CLS Investments.

"We're shifting our language away from the things investors can't control, such as performance and benchmarks, to address what really matters to our advisors' clients. By outlining four main strategy outcomes, such as how much to save and when to retire, the emphasis is placed on what the client can control. This shift is not only more useful for investors, but is also a better client acquisition approach for our advisors," Clarke continued.

The website features a user-friendly, sleek design that guides online visitors through informative commentary written by CLS's experienced portfolio management and leadership teams. Visitors to the site can choose to subscribe to this content to receive updated content straight to their inbox. For those invested or interested in CLS's proprietary protection fund, the new website also allows users to sign up for status updates via email.

"Our experienced team has been building individualized, balanced, global portfolios for a long time," said Rusty Vanneman, Chief Investment Officer of CLS Investments. "It's important that, through tools such as our website and blog, we're informing our advisors and their clients of our risk budgeted solutions so they can begin to understand our balanced approach and, in the end, how that affects the investor."

Along with a more comprehensive design to the website, visitors will also notice a change to the CLS brand with teal, gold, and grey as the primary color palette.

To learn more about CLS, visit their website at www.clsinvest.com. More information about CLS's risk budgeted solutions can be downloaded here.

About CLS Investments

CLS is an Omaha-based, family-owned and operated boutique registered investment advisor managing in excess of almost $6 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 35,000 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. To obtain a copy of a fully compliant presentation and/or a list of composite descriptions, contact us at 888-455-4244. CLS is a member of NorthStar Financial Services Group (NorthStar), which currently has more than $332 billion* in assets under management and administration. To learn more, visit www.clsinvest.com.

*As of 9/30/2015

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