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Advisorone Cls International Equity Fund Class N (0P00003BEL)

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AdvisorOne CLS International Equity Fund Class N historical data, for real-time data please try another search
4.130 0.000    0.00%
29/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 54.56M
AdvisorOne CLS International Equity Fund Class N 4.130 0.000 0.00%

0P00003BEL Overview

 
On this page you'll find an in-depth profile of Advisorone Cls International Equity Fund Class N. Learn about the key management, total assets, investment strategy and contact information of 0P00003BEL among other information.
Category

Foreign Large Blend

Total Assets

54.56M

Expenses

1.15%

Inception Date

Apr 19, 2006

Contact Information

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

Top Executives

Name Title Since Until
Jackson Lee Portfolio Manager 2018 Now
Biography Mr. Lee joined CLS in 2014 as an Investment Research Analyst. Prior to joining CLS, Mr. Lee worked as an analyst for Orion Advisor Services, an affiliate of CLS. Mr. Lee graduated from Creighton University in Omaha with a degree in Business Administration.
Joe Smith Senior Market Strategist 2015 Now
Biography Mr. Smith joined CLS in 2015 as a Senior Market Strategist. Prior to joining CLS, Mr. Smith worked at Russell Investments, where he served as an analyst responsible for asset allocation research, portfolio construction, optimization design, and risk management research and Russell ETFs as Manager of ETF Product Research & Development, a role in which he developed quantitative indexing strategies implemented as ETFs.
Konstantin Etus Research/Portfolio Analyst 2014 Now
Biography Konstantin “Kostya” Etus began his career at CLS in 2011. Mr. Etus is currently a co-manager on two mutual funds and lead manager on various separate account strategies. Prior to working at CLS, Mr. Etus worked as an Associate Financial Analyst at ConAgra Foods, Inc., managing the company’s global cash network. He graduated from the University of Nebraska at Omaha with a Bachelor of Science in Business Administration, and obtained Master’s degrees from Creighton University in Investment Management and Financial Analysis, as well as Business Administration. He holds the Series 65 securities registration and the Chartered Financial Analyst (CFA) designation.
Rusty Vanneman CIO (Chief Investment Officer) 2014 2015
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
Scott Kubie Portfolio Manager 2006 2014
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.
Brandon Mason Portfolio Manager 2006 2008
Biography Mason is a portfolio manager with CLS Investment Firm, his employer since 2005.
Robert Jergovic CIO (Chief Investment Officer) 2006 2007
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.
Dennis Guenther Portfolio Manager 2006 2007
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.
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