Partners
CLS partners with many types of companies in order to provide the best investment strategies,
choices and management possible to our clients. Some of our many partners are listed below, and there
are more to come:
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Constellation Trust Company
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www.constellationtrust.com
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A State of Nebraska chartered trust company offering best-in-class custody and administration services to RIAs, Financial Institutions and their clients.
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Fidelity
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www.fidelity.com
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Fidelity provides a broad range of investment products that CLS can utilize when managing employer-sponsored retirement plans.
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Institutional Fiduciary Guard (IFG)
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www.ifguard.com
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Institutional Fiduciary Guard, developed by CLS, works with advisors and plan sponsors to choose and
monitor the mutual funds available to individual plan participants.
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KTrade
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www.ktradeonline.com
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Provider of a high quality, secure, and reliable internet-based trading platform
for 401(k), 403(b), 457, and other qualified retirement plans.
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Security Benefit
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www.securitybenefit.com
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Provides a broad variety of financial programs to investors in the advisor, banking,
education, government, institutional, and qualified plan markets. Partners with leading
money managers to offer over 150 investment options, as well as proprietary fixed annuities,
variable annuities, and mutual funds.
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SunGard
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www.sungard.com
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SunGard is a global leader in software and processing solutions for financial services,
higher education and the public sector.
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