CLS Investment Firm, LLC

CLS Investment Firm, LLC is one of the biggest financial advisory services providers in the United States of America. It was founded in 1989 by W. Patrick Clarke, who is a well known name in the advisory financial services scenario in the United States. CLS Investment Firm, LLC caters to over forty thousand clients.

Interesting Facts About CLS Investment Firm, LLC
CLS Investment Firm, LLC functions with over a thousand and five hundred financial advisors. It caters to over forty thousand clients
CLS Investment Firm, LLC was established in the year 1989. The firm was founded by W. Patrick Clarke, who is an experienced financial advisor
The total worth of the assets managed by CLS Investment Firm, LLC is over three billion U.S. dollars
CLS Investment Firm, LLC ranks among the biggest third party financial managers that are presently functioning in the United States of America

Corporate Profile of CLS Investment Firm, LLC
CLS Investment Firm, LLC works in tandem with brokers who deal in financial services. Together with these entities, they work to provide the clients with financial solutions that minimize the amount of risk involved.
Services of CLS Investment Firm, LLC
CLS Investment Firm, LLC provides its services in the following areas:
Advisors
Retirement & 401(k)
Investment Strategies
In the Advisors segment, the following services are provided by them:
Reporting and Review
Client Profile
Professional Money Management
Investment Policy Statement
In the Investment Strategies segment, the following products are provided by CLS Investment Firm, LLC:
Retirement Plans
Existing Portfolios
Separate Accounts
New Investments
Following are the main advantages of the Retirement & 401(k) services that are provided by CLS Investment Firm, LLC:
The services are provided at reasonable rates
The services are not time consuming
The services are provided impartially
The clients have the leeway to do some research before they make any commitment
Contact Details of CLS Investment Firm, LLC
4020 South 147th Street, Omaha, NE 68137.
Telephone Number – (888) 455-4244

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Last Updated on : 1st August 2013

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