Coordinated Lifetime Strategies

 

Security of Our Clients' Investments
Our clients’ assets are held by an independent third-party custodian. CLS Financial Advisors, Inc. does not have discretionary authority over client funds. We have “view only” access to our clients’ accounts, and only you have the authority to access your accounts to make trades and withdrawals.

  • We seek to increase our clients’ understanding about their own investments.
  • We make specific recommendations about individual holdings.
  • We show clients how to place their own trades.
 



9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
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