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Advisorone Cls Shelter Fund Class N (CLSHX)

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

12,39 0,00 0,00%

24/01 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 92,33M

Tipo: Fundo

Mercado: EUA

Emissor: AdvisorOne Funds

Classe de Ativo: Ações

CLSHX - Visão Geral

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

Categoria

Tactical Allocation

Total de ativos

92,33M

Despesas

1,24%

Data de início

40177

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	2020	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.
Michael Hadden	Portfolio Manager	2020	2022
Biografia	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.
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.
Rusty Vanneman	CIO (Chief Investment Officer)	2018	2020
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
Case Eichenberger	Portfolio Manager	2018	2020
Biografia	Case Eichenberger has been with CLS since 2007. Mr. Eichenberger co-manages CLS’s American Funds strategies, works closely with CLS’s separate account strategies (Master Manager), and communicates very closely with advisors and their clients both remotely and inperson. Mr. Eichenberger holds the Series 6, 63, and 65 licenses. He also holds his Certified Investment Management Analyst (CIMA) designation. During the accreditation process, Mr. Eichenberger attended the Wharton School of Business at the University of Pennsylvania.
Gene Frerichs	Senior Investment Performance Analyst	2017	2020
Biografia	Gene Frerichs joined CLS in 1997. Mr. Frerichs received his Bachelor of Arts degree in Mathematics from Chadron State College.
Paula Wieck	project manager	2015	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.
Scott Kubie	Portfolio Manager	2014	2017
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.
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).
Scott Kubie	Portfolio Manager	2009	2011
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.

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