CLS Investments

CLS Investments
17605 Wright Street
Omaha, NE 68130
Phone: (888) 455-4244
Phone: (402) 493-3313
Fax: (402) 493-2811

Articles by CLS Investments

Marc Pfeffer
Chief Investment Officer

Marc Pfeffer

Marc Pfeffer serves as Chief Investment Officer for CLS Investments. Prior to this role, he was a Portfolio Manager on the CLS Flexible Income Fund team, and managed the CLS Active Income X Strategy and CLS’s ETF strategies. He also managed individual municipal bond portfolios for the CLS Master Manager Strategy and continues to serve as a senior member of the CLS Investment Committee.

Mr. Pfeffer joined CLS in 2011, continuing as Senior Portfolio Manager for the Milestone Treasury Obligations Fund. The Fund was incorporated into CLS’s fund family in January 2012. Mr. Pfeffer has more than 30 years of investment management experience, including time spent as the Chief Investment Officer at Milestone. He also worked previously at Goldman Sachs and Bear Stearns.

Mr. Pfeffer graduated from the State University of New York at Buffalo with a Bachelor of Science degree in finance. He received his Master of Business Administration degree, with a focus on finance, from Fordham University. Mr. Pfeffer holds his FINRA Series 7, 63, and 65 licenses.

Grant Engelbart, CFA, CAIA
DIRECTOR OF RESEARCH & SENIOR PORTFOLIO MANAGER

Grant Engelbart

Grant Engelbart manages CLS’s aggressive mutual funds and several ETF and mutual fund separate account strategies, including CLS’s American Funds portfolios. He also leads the alternative broad asset class team and serves on several committees across CLS’s parent company, NorthStar Financial Services Group, LLC.

Mr. Engelbart first joined CLS as an intern in 2007. He returned in 2009 and held several roles in trading and investment research prior to accepting the role of Portfolio Manager in 2013. He previously held positions at TD Ameritrade and State Street Corporation.

Mr. Engelbart received his Bachelor of Science degree in Finance from the University of Nebraska at Lincoln. He holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and FINRA Series 65 license. He is a member of the CFA Society of Nebraska and the CAIA Chicago Chapter.

Mr. Engelbart was named one of the Top Ten Money Managers to Watch by Money Management Executive in 2018.

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Investing involves risk including the risk of loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

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