Advisor & Investor Portals
eProfile Wizard, Reports & Report Inbox, PM Insight Login, Portfolio Audit,
and more! Come see what the new portals have to offer!
CLS began using ETFs in the late 1990s and emphasizing them in 2002. We are now
one of the largest active money managers of ETFs, with more than $2 billion invested.
Learn more about CLS & ETFs
Introducing quarterly video statements — a simple, unique way for clients
to learn more about their CLS portfolios.
Log in to CLS's portal to view the e-statement and video statement.