OMAHA, Neb., March 16, 2017 /PRNewswire/ -- CLS Investments, LLC ("CLS"), a third-party money manager and a leading manager of exchange traded fund ("ETF") portfolios, has announced the release of "Higher Calling: A Guide to Helping Investors Achieve Their Goals," written by Rusty Vanneman, Chief Investment Officer at CLS. The book was written as a guide to help advisors with a significant challenge — keeping investors on track despite market volatility, media noise, bubbles and bursts.
"Being an advisor is more than simply providing advice to clients. Ensuring investors are achieving their long-term goals against the pull of emotion is advisors' number one priority, and this books sets out to help them bring their clients one step closer to achieving their financial goals," said "Higher Calling" author Rusty Vanneman. "Advisors have an obligation to treat clients as if they were our own family and ensure they are making the right decisions, despite market forces and volatility. 'Higher Calling' aims to provide the advisory community with the insights needed to help both them and their clients succeed."
Primary and quantitative research and years of his own experiences informed Vanneman's insights into how advisors can stay committed during times of turbulence. Higher Calling also includes interviews with successful advisors around the country like Pat Hinds of Granite Financial, Randal Lishka of Lishka Financial and Mike Woods of Stocker Woods Financial.
"Higher Calling is not a how-to book on technical aspects of investment planning and asset allocation. Rather, it is a trove of personal stories that remind us why we do what we do as advisors," said Paladin Consulting Company partner and Registered Investment Advisor Art Lutschaunig. "Higher Calling is the perfect resource for advisors who want rewarding and successful relationships with clients."
"At CLS, we believe that investors should never chase the market. For advisors whose clients are maximizing returns without any regard to risk, this is a particularly difficult battle," said CLS Investments' CEO Ryan Beach. "Higher Calling accurately reflects how CLS views investing and mitigating risk, and we believe all advisors should live by these core values."
"Higher Calling: A Guide to Helping Investors Achieve Their Goals" is currently available on Amazon.com.
About CLS Investments
CLS is an Omaha-based registered investment adviser managing in excess of $6 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 35,000 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 nearly $430 billion in assets under management and administration. To learn more, visit www.clsinvest.com.
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SOURCE CLS Investments, LLC