Empowering Investment Advisors
We believe Risk Budgeting is a critical element in creating participant portfolios.
A participant's risk budget is based on the individual's financial goals, ability
to handle risk and overall time horizon. CLS portfolio managers then allocate participant
accounts by overweighting strong asset classes while keeping the risk level consistent.
Once a risk budget is assigned, that risk cannot be over-spent, nor can it be underused.
Risk Budgeting manages the level of risk within a participant’s portfolio.
Risk Budgeting is our core value at CLS. We are always looking for new and innovative
ways to deliver Risk Budgeting to investors' portfolios. Qualified plan participants
can access CLS management through various platforms. During retirement or when the
participant is no longer working, the participant can bring CLS with them to various
platforms investing in annuities or mutual funds.
We partner with investors, registered representatives and key vendors to provide
the best possible portfolio management. Our partners have full access to portfolio
management, sales, service and management teams. At CLS, we are committed to helping
you achieve your goals and objectives. We are ready to help representatives and
their clients implement risk-budgeted, professionally managed investment solutions.
CLS could be the partner you've been looking for.