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Founded in 1989, CLS Investments, LLC (CLS) is an SEC-registered investment adviser and one of the largest independently owned third party money managers in the United States. CLS now has more than $5 billion under management and partners with thousands of professionals within the financial industry. CLS delivers financial solutions primarily through an investment methodology called risk budgeting, which CLS believes is a critical element in crafting client portfolios. Each portfolio is managed by CLS in accordance with its risk budget, even as their investment committee adjusts portfolio holdings in response to market trends. CLS delivers risk budgeting through a variety of platforms and custodians, and also manages 10 proprietary mutual funds.

Risk budgeting does not guarantee a profit or protection from losses in a declining market.  All investments involve the risk of potential investment losses.  Investors are advised to consider the investment objective and risks before investing. CLS is not affiliated with SagePoint Financial, Inc.



TRITON in the News

Securities offered through SagePoint Financial, Inc. Member FINRA/SIPC. Advisory services
offered through Triton Wealth Advisors, LLC., an Oklahoma registered investment advisor.
Insurance services are offered through Andrew Oster. Triton Wealth Advisors
is not affiliated with SagePoint Financial, Inc. Triton, SagePoint
Financial, CLS Investments and Schwab Advisor Services are not
affiliated with each other. Triton advisors are advisory licensed in OK and TX and securities
licensed in the following states: MO, OK, TX, FL and KS. TWA advisors are also insurance licensed
in the following states: MO, OK, TX. For information about your financial advisor, visit BrokerCheck at