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Advisorone Cls Global Diversified Equity Fund Class N (CLSAX)

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Dados históricos de AdvisorOne CLS Global Diversified Eq N, para cotação em tempo real realize outra pesquisa, por favor

12,44 0,00 0,00%

24/01 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 395,66M

Tipo: Fundo

Mercado: EUA

Emissor: AdvisorOne Funds

Classe de Ativo: Ações

CLSAX - Visão Geral

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

Categoria

World Large-Stock Blend

Total de ativos

395,66M

Despesas

1,20%

Data de início

35625

Informações de Contato

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

Telefone -

Site www.advisoronefunds.com

Principais Executivos

Nome	Título	Desde	Até
Grant Engelbart	Lead Portfolio Manager	2015	2022
Biografia	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
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
Paula Wieck	project manager	2013	2018
Biografia	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
Biografia	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
Biografia	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
Biografia	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
Biografia	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
Biografia	Skalla serves a portfolio manager with Orbitex Financial Services Group.
Neil Feinberg	President, CIO	2001	2002
Biografia	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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Cotações Recentes

	Nome	Preço	Variação	Var. %
	AdvisorOne CLS Gl.	12,44	0,00	0,00%