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Advisorone Cls Flexible Income Fund Class N (CLFLX)

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Dados históricos de AdvisorOne CLS Flexible Income N, para cotação em tempo real realize outra pesquisa, por favor

10,14 0,00 0,00%

24/01 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 214,45M

Tipo: Fundo

Mercado: EUA

Emissor: AdvisorOne Funds

Classe de Ativo: Título

CLFLX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Advisorone Cls Flexible Income Fund Class N. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de CLFLX, entre outras informações.

Categoria

Intermediate Core-Plus Bond

Total de ativos

214,45M

Despesas

0,90%

Data de início

40087

Informações de Contato

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

Telefone -

Site www.advisoronefunds.com

Principais Executivos

Nome	Título	Desde	Até
Rusty Vanneman	CIO (Chief Investment Officer)	2020	2022
Biografia	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
Jackson Lee	Portfolio Manager	2018	2022
Biografia	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.
Marc Pfeffer	CIO	2013	2020
Biografia	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
Biografia	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.
Stephen A. Donahoe	Portfolio manager	2009	2014
Biografia	Mr Donahoe has been a portfolio manager of CLS since March of 2008. Mr. Donahoe currently serves as Senior Portfolio Manager of CLS and has worked for CLS since 2008. Prior to joining CLS, Mr. Donahoe served as a portfolio manager for Wells Fargo Bank Private Asset Management (2001-2008).

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