CLS Investments

Asset Managers (ETF Strategists)

CLS Investments is an ETF strategist that works with mo re than 2,500 financial advisors and 1,300 qualified plan sponsors to manage 35,000+ investor portfolio s. Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they find value in outsourcing portfolio management. CLS ’ s partnership model provides advisors with the time to focus o n their clients and learn important details about their financial standing, investing time horizon and investment objectives. When the advisor passes this information on, CLS makes timely and active asset allocation decisions within the investor ’ s portfolio. Through this mutually beneficial connection, CLS enhances advisor ’ s service to investors.

Phone: 402 – 896 -7632
Address: 17605 Wright St
Omaha, Nebraska 68130


Knowledge Share

CLS developed Knowledge Share, powered by MindTouch, to provide a resource that’s valuable to advisors as they interact with their CLS clients. CLS’s Knowledge Share tool provides advisors with access to CLS marketing pieces, strategy information, performance, webinars, and more. Currently, Knowledge Share has 105 employee users and 201 advisor users. In one month’s time, Knowledge Share was accessed 1,168 times by 227 different users (85.2% being returning visitors and 14.5% being new visitors).

A great example of how Knowledge Share helps clients is the Resources to Guide Client Conversations section, which helps advisors understand how to maximize reports, address market and economic concerns, and demonstrate value when meeting with existing and prospective clients. Advisors can visit Knowledge Share via single-sign-on from the CLS post-login advisor portal. Within this tool, advisors can navigate to content by funneling down to specific sections or by using a search function. All content can be easily exported to PDF and utilized immediately by advisors, which enhances the conversations they have with clients.

Category Finalists

Key Business Leader

Ryan Beach

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