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CLS Investment Firm
Accountant in Omaha NE
Areas of Expertise | financial planning | investment management | wealth management | retirement planning | accounting services | asset management | annuities |
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Address
17605 Wright St
Omaha, NE
68130 -
Contact
tel (402) 493-3313
fax (402) 493-2811
patty.colombe@clsinvest.com -
Map
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About
Founded in 1989, CLS Investments is one of the largest third-party money managers in the United States. It works in collaboration with more than 1,500 financial advisors. The company offers portfolio management services for over 40,000 individual clients. CLS Investments manages more than $2 Billion assets. It provides investment opportunities in individuals stocks, bonds and retirement plans. The company also manages the AdvisorOne Mutual Funds. CLS Investments offers a variety of risk budgeting and allocation solutions. In addition, it has partnerships with investors, registered representatives, and approved brokers and dealers. The company is a part of the NorthStar Financial Services Group.
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Online
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I've been doing this for 20 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed