Cls Investment Firm, LLC

Cls Investment Firm, LLC

  • 4020 S 147th St
  • Omaha, Nebraska
  • 68137

Description

CLS Retirement Services is a division of CLS Investment Firm devoted entirely to helping investors manage their 401(k) retirement accounts with dynamic asset allocation and risk adjustment. CLS creates portfolios using many different load and no-load mutual fund families and variable annuities. Using the Modern Portfolio Theory and the time-tested principles of dynamic asset allocation, CLS strives to create superior returns within a risk-adjusted portfolio. Dynamic asset allocation is a strategy that diversifies a portfolio among several different asset classes according to your individual risk tolerance level and current market conditions.

Products & services

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