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SUMMARY | WEALTH MANAGEMENT | INVESTING | TECHNOLOGY | TAX | INSURANCE | PRICING

The road from here to there...

is shorter for those who know the way.

Investing >> Cruise

 
 

Don't Go it Alone. Invest with Cruise today & we'll help you get to your next financial level.

By combining the latest technology with decades of professional management, you experience a process for reaching your financial goals that can only be described as world-class.

Learn for yourself.  Get started by determining your Risk Number and seeing how it compares to the way you're currently invested.

Combine the Game-Changing Technology of Riskalyze...

determine how fast you want to drive with your portfolio

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...with the Investment  Expertise of CLS Investments

management process to keep you invested at the right speed

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... and you get Cruise; a world-class investing experience

take the guesswork out of your financial future

Cruise(SM) Investment Management Solution

How fast do you want to drive with your investments?  Are you a 45?  Or are you more aggressive?  Maybe an 85?  Perhaps somewhere in the middle.  Regardless of how conservative or aggressive you want to be, we can help keep your investments in line with your unique tolerance for risk with our ETF offering - Cruise(SM).

To do this, we use Riskalyze to determine your Risk Number.  Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

In 3 easy steps, together we can take the guesswork out of your financial future.  It starts by determining your Risk Number - get started now for free.

Cruise(SM) helps keep your investment & retirement accounts on the road to a better financial future.  Jump in the drivers seat and learn how.

 

Who's in charge of your investment & retirement accounts...

You or your adviser?

Cruise(SM) puts you in the drivers seat.

 

Are you invested right?  Find out in 5 minutes.

  1. Determine your Risk Number

  2. Align your Portfolio

  3. Take Back Control

Professional management was once reserved for high-net worth investors.  Cruise(SM) levels the playing field.

  • $5k account minimum

  • 0.75%/year FEE debited from account

  • no commissions, transaction charges, sales loads or surrender periods

1] Capture Your Risk Number

Complete a short questionnaire covering such topics as your goals & what you're willing to risk for potential gains.

2] Align Your Portfolio

Compare your Risk Number to your current portfolio as well as to our Recommended Portfolio.

3] Open Your Account

If our Recommended Portfolio looks like a better match for you, you can submit a little more information & we'll take care of the rest.

Know How to Meet Your Retirement Goals

After you become a client, we'll help you review your progress toward your financial goals by building a Retirement Map and reviewing with you on a regular basis.  This process will help you fully understand the probabilities of success, and what you need to do to increase them.

Roll over your retirement accounts, that old 401k* or your taxable account you haven't looked at in awhile today and get yourself on the road to a better financial future.

* Using a rollover to convert a 401(k) into an IRA is not suitable for everyone.  Tax implications, additional fees, and loan options may indicate an employer sponsored 401(k) is more appropriate for some investors.  Please consider all available options prior to making a decision.

Reviews on Your Terms

Want to review your progress with a real investment professional?  You can come by our office; or meet online at home, work or the beach - quarterly, semi-annually or annually.  We're here when you need us (and even when you don't).

A Cost You Know and Can Feel Good About

Whether you have $5k or $5M to invest, a Cruise(SM) portfolio uses ETFs and is fee-only; which means there are never any commissions, sales loads or surrender charges to worry about.  Instead, we'll bill your account just 0.1875% of your account balance each quarter - so you never have to write a check or swipe your card.  Plus, you're never under any long-term contract; meaning your account is liquid and, if for some reason Cruise(SM) isn't the right fit for you, can be moved without penalty at any time.

Know Your Risks

Breath easier knowing where the risk is in your portfolio - you can even see how your portfolio would have fared through past market events.

Put the Power of Technology, Expertise & a World-Class Experience on Your Side

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