CLS Investments

CLS Investments is a professional money manager and registered investment advisor that offers innovative investment solutions, market-leading insights, and portfolio management services to advisors and investors. The firm delivers financial solutions through a unique investment methodology called Risk Budgeting. It partners with bank trust officers, financial advisors, retirement plan sponsors, and other financial professionals to help clients achieve their financial goals.



Portfolios are focused on total return, meaning growth of value through interest, capital gains, and dividends proportionate to the investor’s risk tolerance.


Portfolios seek consistent, reliable distributions from a variety of traditional and non-traditional income-producing assets.


Portfolios pursue capital growth during sustained market uptrends, yet seek protection of assets during catastrophic market downturns.

Tax Management

Portfolios seek capital appreciation while keeping annual net taxable gains low.