General Info

Established in 1989, CLS Investment Firm is a registered investment firm providing support and advice to various individuals and financial consultants in creating wealth-building and risk-adjusted investment portfolios. The firm offers risk-budgeted solutions through multiple investment strategies. It works with more than 1,500 financial advisors and manages over 40,000 client portfolios. The firm provides risk budgeting for mutual funds and annuity accounts, retirement plans, separate accounts and new investment options. It offers investors, registered representatives and vendors who provide portfolio management services. It additionally offers services through advisors, such as maintaining client profiles, professional money management and drafting investment policy statements. Its services also include determination of investment objectives, defining risk budgets and establishing time limits. It also offers various professional money management services, including daily monitoring of economies and markets, drafting various investment methodologies, analyzing market trends and implement diversification programs. CLS Investment Firm is located in Omaha, Neb.