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CLS Investments LLC
4020 South 147th St.
Omaha, NE  68137
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Contact
Main Phone: 402-493-3313
Web Site: www.clsinvest.com/

Mutual Fund Brand(s)
AdvisorOne Mutual Funds

Research Links
  • SEC Fund Filings by CIK

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    Story Archive for CLS Investments LLC
    Published On Story Headline Publication
    8/20/2013 Barrons Examines Mutual Funds of ETFs MFWire.com
    9/20/2012 CLS Raises Its Bid on ETFs MFWire.com
    9/18/2012 CLS Has a New CEO MFWire.com
    7/24/2012 Eaton Vance and CLS Lose Gigs MFWire.com
    12/28/2011 Reservoir Fund is Evaporating MFWire.com
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    1. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    2. IMEA Content Management Roundtable, September 16
    3. IMEA 2025 Star Awards Celebration, September 16
    4. IMEA Marketing Summit, Sep 16-17
    5. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
    6. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
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    8. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    9. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
    10. IMEA Portfolio Construction Roundtable, September 24
    11. IMEA Models Roundtable, September 25
    12. Expect Miracles Atlantic Coast Classic 2025, September 29
    13. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    14. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    15. 10th annual Fuse Forum, October 8
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    18. 2025 MMI Annual Conference, Oct 15-17
    19. Samfund Soiree Manhattan 2025, October 23
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    21. 2025 Sohn San Francisco Investment Conference, October 28
    22. Schwab Impact 2025, Nov 2-4
    23. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
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    25. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
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