Company Information

Get to know CLS Investments, LLC

Founded in 1989 and headquartered in Omaha, Nebraska, CLS Investments, LLC has established itself as a prominent third-party asset manager (TAMP). The company's core mission is to empower financial advisors by offering a diverse range of investment strategies, including risk-budgeted portfolios, that help them better serve their clients and manage assets effectively. In 2020, CLS Investments was acquired by Orion Advisor Solutions and has since been fully integrated into the firm's asset management arm, now known as Orion Portfolio Solutions. While the CLS brand is being retired, its legacy of advisor-centric portfolio management continues within the larger Orion ecosystem.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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CLS Investments, LLC

United States

Founded in

01 Jan 1989 (37 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.