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CLS Investments, LLC

CLS Investments, LLC

CLS Investments, LLC
Last update 2021-08-03 1328 Stocks (261 new)
Value $7.55 Bil Turnover 17 %
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CLS Investments, LLC Profile

CLS Investments, LLC is an investment management firm based out of Omaha, Nebraska. The company was originally established in 1989 and has grown from its inception to now operate with 94 total employees of which 50 are investment professionals. CLS Investments condcuts its research internally, offering an “active asset allocation approach, customizable strategy offerings, and extensive risk management experience.” The company invests in the growth stocks of small to large cap companies, utilizing a fundamental methodology to make its allocations in the public equity and fixed income markets within the United States. The company benchmarks its performances against the S&P 500 and Lehman Government Credit indexes. CLS Investments invests most heavily in the finance sector, which alone makes up over three quarters of the firm’s total asset allocations, and also invests in the information technology and consumer discretionary sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for 6.3 quarters on average, although the firm only holds its top 10 allocations for 5.3 quarters on average. In the most recent quarter, CLS Investments had a turnover rate of approximately 48.7%. CLS Investment oversees over $7.2 billion in total assets under management spread across almost 27,000 total accounts, all of which are discretionary accounts except for 3 which make up over $1.1 billion of its total managed assets. Although the company’s total number of accounts has been decreasing in recent years, its total assets under management has increased in recent years despite some volatility, growing significantly from $3.6 billion back in 2010 to twice that amount today, although that amount has been as high as almost $11 billion back in 2012. CLS Investments mainly caters to individuals, which alone makes up over half of its entire client base. The company offers a variety of strategies, including its accumulation, income, protection, and tax management solutions.

CLS Investments, LLC Investing Philosophy

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