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Advisorone Cls Global Diversified Equity Fund Class N (CLSAX)

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AdvisorOne CLS Global Diversified Eq N historical data, for real-time data please try another search

12.44 0.00 0%

24/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 395.66M

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CLSAX Overview

On this page you'll find an in-depth profile of Advisorone Cls Global Diversified Equity Fund Class N. Learn about the key management, total assets, investment strategy and contact information of CLSAX among other information.

Contact Information

Address 4020 South 147th Street
Omaha,NE 68137
United States

Phone -

Web www.advisoronefunds.com

Top Executives

Name	Title	Since	Until
Grant Engelbart	Lead Portfolio Manager	2015	2022
Biography	Grant Engelbart joined CLS in 2009. Mr. Engelbart currently serves as a manager on CLS’s aggressive mutual funds in addition to several ETF and mutual fund separate account strategies. Prior to joining CLS, he held positions at TD Ameritrade and State Street Corporation. Mr. Engelbart received his bachelor’s degree in finance from the University of Nebraska—Lincoln. He holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and FINRA Series 65 license.
Rusty Vanneman	CIO (Chief Investment Officer)	2013	2022
Biography	Rusty Vanneman is responsible for leading CLS’s Portfolio Management Team and overseeing all investment operations at CLS, including investment philosophy, process, people, positioning, and performance. Mr. Vanneman is also responsible for internal and external communications regarding market environment and current investment strategies. He is part of the management team for several of CLS’s proprietary mutual funds. In 2018, Mr. Vanneman took on the role of President of CLS, in addition to his position as CIO. Mr. Vanneman joined CLS in September 2012 as Chief Investment Officer. Previously, he served as Chief Investment Officer and Portfolio Manager at Kobren Insight Management (KIM) in the greater Boston area. His 11-year tenure at KIM included a 5-year span during which the firm was owned by ETRADE Financial and he served as the Senior Market Strategist for ETRADE Capital. Prior to working at KIM, he was a Senior Analyst at Fidelity Management and Research (FMR Co) in Boston. He was also a Managing Analyst at Thomson Financial. Mr. Vanneman received a Bachelor of Science degree in Management from Babson College where he graduated with high distinction. He holds the Chartered Financial Analyst (CFA) designation since 1994 and is a member of the CFA Institute. He is also a Chartered Market Technician (CMT) since 1999 and a member of the Market Technician’s Association (MTA). In addition, Mr. Vanneman authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” He was named one of the Top 10 Portfolio Managers to Watch by Money Management Executive in 2017
Paula Wieck	project manager	2013	2018
Biography	Paula Wieck joined CLS in 2006 and is currently the Manager of Investment Research/Portfolio Manager. In these roles, she is responsible for overseeing a team of investment research and performance analysts who provide in-depth research and data for CLS's investment decision making process. She also co-manages four AdvisorOne Funds, which range from aggressive to protection strategies, as well as multiple variable annuity and mutual fund strategies at CLS. Prior to joining CLS, Ms. Wieck worked at TD Ameritrade as an Equity Analyst and Orion Advisor Services as an Implementation Specialist. Ms. Wieck holds a Bachelor of Science degree in Banking and Finance from the University of Nebraska at Omaha. She also holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Society of Nebraska, and holds the Series 65 securities registration.
Dennis Guenther	Portfolio Manager	2004	2013
Biography	Guenther has worked for CLS Investment firm since 1997 as a database/interface manager and began serving as a portfolio manager in 2002. Guenther holds the Charted Financial Analyst designation.
Robert Jergovic	CIO (Chief Investment Officer)	2002	2011
Biography	Robert Jergovic, joined CLS as a portfolio manager in November 2000. In March of 2002, Mr. Jergovic was promoted to Chief Investment Officer. He also serves on the CLS Investment Committee. As Chief Investment Officer, Mr. Jergovic leads the research and analysis of the financial markets and mutual funds. Mr. Jergovic has served as a Registered Representative of Northern Lights Distributors, LLC, and its predecessor since November of 2003. Prior to that, he served as a registered representative for PFG Distribution Company (1998-1999) and vice president of Investment Management and assistant treasurer for Guarantee Life Insurance Company (1994-2000). Jergovic holds the Chartered Financial Analyst designation.
Scott Kubie	Portfolio Manager	2002	2007
Biography	Mr. Kubie has been a portfolio manager of CLS Investment Firm, LLC since March of 2001. Mr. Kubie currently serves as Executive Vice President and Chief Strategist of CLS and has worked for CLS Investment Firm, LLC since 2001. Prior to joining CLS Investment Firm, LLC, Mr. Kubie worked as a consultant for an Equity Manager and Internet Investment Software Firm (1999-2001). Kubie holds the Charted Financial Analyst designation.
Tony Riggs	Portfolio Manager	2001	2002
Biography	Riggs is a portfolio manager with Clarke Lanzen Skalla Investment Firm, his employer since April 1998. . Prior to joining CLS, he spent three years as a securities trader for Fidelity Investments.
Randal D. Skalla	Portfolio Manager	1997	2002
Biography	Skalla serves a portfolio manager with Orbitex Financial Services Group.
Neil Feinberg	President, CIO	2001	2002
Biography	Feinberg is president and chief investment officer of Orbitex Management. He joined the firm in December 2000. Previously, he founded Nebo Management in 1999 and was employed as a director and senior portfolio manager with MacKay-Shields, his employer since February 1992. Before this, he spent three years as an assistant vice president with National Securities and Research, and four years as a senior accountant with Peat Marwick, Main & Company. Feinberg holds the Certified Public Accountant desigantion.

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Recent Quotes

Name	Price	Chg.	Chg. %
AdvisorOne CLS Gl.	12.44	0.00	0%
Bitcoin ILS	368,930	+11587	+3.24%
Amplico Sub Akcji.	2.664	+0.018	+0.67%