CLS Investment Firm Revenue and Competitors

In 1972, W. Patrick Clarke, the founder of CLS, began his career as a stockbroker on the eve of one of the worst bear markets in history. Mr. Clarke started his financial career at a time when other stockbrokers were struggling to survive. In 1975 he helped pioneer the concept of financial planning by organizing and operating a financial planning firm in Omaha, Nebraska. His goal was to help investors with their financial goals. In 1989, Mr. Clarke was the motivating partner in creating the money management firm CLS Investment Firm, LLC (CLS). CLS was founded on the lessons learned by Mr. Clarke as both a financial advisor and an individual investor. It is because of this experience that CLS can help investors, like you, reach and achieve financial success. Now, CLS works with more than 1500 financial advisors to manage their 40,000 individual clients' portfolios. CLS also manages the AdvisorOne Mutual Funds. With more than 90 combined years of investment experience and more than $3 Billion in assets under management, CLS has the investment experience to help you achieve financial success.