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Advisorone Cls Growth And Income Fund Class N (CLERX)
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9.35
-0.01
-0.11%
24/01 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 206.27M
AdvisorOne CLS Growth and Income N
9.35
-0.01
-0.11%
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CLERX Overview
On this page you'll find an in-depth profile of Advisorone Cls Growth And Income Fund Class N. Learn about the key management, total assets, investment strategy and contact information of CLERX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Hadden | Portfolio Manager | 2020 | 2022 |
| Biography | Michael Hadden is a portfolio manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Previously, he served as an investment analyst and associate portfolio manager for CLS Investments. Michael joined CLS in 2017. He graduated with honors and high distinction from the University of Nebraska at Lincoln with a Bachelor of Science degree in finance and accounting. He is a CFA charterholder and holds the FINRA Series 65 license. Michael is a member of the CFA Society of Nebraska. | ||
| 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 E*TRADE Financial and he served as the Senior Market Strategist for E*TRADE 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 | ||
| Marc Pfeffer | CIO | 2018 | 2020 |
| Biography | Marc Pfeffer specializes in fixed income strategies. He is a Portfolio Manager on the CLS Flexible Income Fund team and manages the CLS Active Income X Strategy and CLS’s ETF strategies. He also manages individual municipal bond portfolios for the CLS Master Manager Strategy and is a senior member of the CLS Investment Committee. Mr. Pfeffer joined CLS in 2011, continuing as Senior Portfolio Manager for the Milestone Treasury Obligations Fund. The Fund was incorporated into CLS’s fund family in January 2012. Mr. Pfeffer has more than 30 years of investment management experience, including time spent as the Chief Investment Officer at Milestone. He also worked previously at Goldman Sachs and Bear Stearns. Mr. Pfeffer graduated from the State University of New York at Buffalo with a Bachelor of Science degree in finance. He received his Master of Business Administration degree, with a focus on finance, from Fordham University. Mr. Pfeffer holds his FINRA Series 7, 63, and 65 licenses. | ||
| Joshua Jenkins | Analyst | 2015 | 2018 |
| Biography | Joshua Jenkins joined CLS in March 2013, and serves as a Portfolio Manager. He is the lead manager of an income-focused separately-managed account strategy and also functions as the lead analyst for the CLS Growth and Income Fund, CLS Flexible Income Fund, and the Milestone Treasury Obligations Fund. In these roles, Mr. Jenkins utilizes fundamental and technical analysis to assist portfolio managers in asset allocation decisions. In addition, due to his extensive knowledge of Exchange Traded Products, he drives CLS’s implementation process and is integral in selecting the appropriate ETPs to gain desired exposure within CLS portfolios. | ||
| 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. | ||
| Management Team | - | 1997 | 2002 |
| Biography | Team Managed | ||
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