CLS Investments' American Funds and AdvisorOne Fund Models Now Available on TD Ameritrade Institutional's Model Market Center
OMAHA, Neb., June 26, 2018 /PRNewswire/ -- CLS Investments, LLC ("CLS"), a third-party money manager and leading manager of exchange traded fund ("ETF") portfolios, announced that its CLS-managed American Funds and AdvisorOne Funds models are available on TD Ameritrade Institutional's Model Market Center™.
TD Ameritrade InstitutionaI's Model Market Center, which was officially launched earlier this year, provides thousands of independent registered investment advisors with access to a broad variety of third-party investment models in one central location.
CLS's model offerings, now available on Model Market Center, offers Risk-Budgeted, globally diversified active management through either the Capital Group's American Funds, CLS-managed AdvisorOne Funds, or a combination of the two. The models cover a comprehensive range of risk tolerance levels for those seeking to accumulate wealth or protect their assets from severe market declines.
"By partnering with TD Ameritrade Institutional, CLS can now offer our American and AdvisorOne Funds models to thousands of advisors," said CLS CEO Ryan Beach. "By offering these models on Model Market Center, we're empowering advisors with additional investment choices to better serve their clients' individual needs."
"Capital Group's offering of American Funds results from a collaboration that has spanned with CLS for more than two decades," said Capital Group Head of RIA Distribution Eric Grey. "We're thrilled that thousands of RIAs on TD Ameritrade's Model Market Center now have access to American Fund portfolios. We look forward to our continued partnership with CLS and TD Ameritrade to offer advisors with the resources to maximize their clients' portfolio potential."
For more information about CLS's American Funds solutions, please visit https://www.clsinvest.com/vehicle/american-funds/
For more information on TD Ameritrade Institutional, please visit http://www.tdainstitutional.com/model-market-center or call (800) 934-6124.
For more information about CLS's AdvisorOne Funds models, please visit
https://www.clsinvest.com/vehicle/cls-managed-funds/
About CLS Investments
CLS is an Omaha-based registered investment adviser managing in excess of $8 billion. As one of the largest third-party money managers and ETF strategists in the U.S., CLS partners with thousands of advisors, plan sponsors, and institutions to offer a full suite of outsourced portfolio management solutions for more than 42,000 individual investors. CLS specializes in creating portfolios based on a distinct risk budgeting methodology and active asset allocation approach. The CLS investment process is governed by systematic research across asset classes and strategies and the continuous measuring of risk. CLS claims compliance with the Global Investment Performance Standards (GIPS®). CLS Investments, LLC is a registered investment adviser. To obtain a copy of a fully compliant presentation and/or a list of composite descriptions, contact us at 888-455-4244. CLS is a subsidiary of NorthStar Financial Services Group, LLC (NorthStar), which currently has over $690 billion in assets under management and administration. To learn more, visit www.clsinvest.com.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based, independent RIAs and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation (Nasdaq:AMTD).
SOURCE CLS Investments, LLC
Share this article