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CLS Investments launches managed income strategy


Money manager CLS Investments has launched a Managed Income strategy. The multi-faceted strategy is individually tailored to clients seeking reliable and consistent short- and long-term income from a risk-budgeted and diversified portfolio of income-generating assets.

"This strategy offers our clients consistent income in a variety of market conditions, helping them meet their current financial needs and future financial goals," says J J Schenkelberg (pictured), CLS Senior Portfolio Manager. "Managed Income addresses the concerns about market volatility that many of our clients have expressed, since income generated through this strategy is not dependent on immediate market conditions. The strategy is another tool in our arsenal to assist clients with portfolio growth while providing a stream of returns, regardless of the economic landscape."

The Managed Income strategy divides client portfolios into three areas: income- and interest-producing investments that seek long-term growth and capital gains, a low-risk reserve account comprised of short-term corporate bonds for approaching income needs, and a low-risk money market account for immediate income needs. The liquidity of the short-term accounts and the income generated from the long-term investments eliminates the need for CLS to sell investments when the market is declining in order to meet a client’s cash flow needs. Therefore, using these segments in tandem enables CLS to provide clients with dependable income no matter what the market conditions.

Clients can tailor the strategy by selecting reserve account and systematic withdrawal amounts suitable for their individual income needs. This flexibility and the array of income-producing investments CLS portfolio managers can use within each client’s portfolio allows them to easily make changes to portfolios in the event of market fluctuations and changing opportunities. Investors with special tax considerations may choose a tax-conscious Managed Income option.

"The Managed Income strategy is a natural fit for our active and disciplined investment approach," says. Schenkelberg. "The strategy offers not only consistent income, but reliability, security and flexibility to help investors achieve their long-term objectives."

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