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AdvisorOne Funds

Seeks to limit the impact of large equity market declines. Seeks capital growth and income. Seeks the preservation of capital and maintenance of liquidity. Investors gain an entire investment portfolio when they invest in AdvisorOne Funds. For investors interested in active or index-based money management, we provide a simple way to diversify their holdings because our funds invest in a wide selection of other mutual funds, ETFs and securities. And 40% of the MSCI ACWI (ex-US). The AdvisorOne CLS Global ...

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CONTACTS AT ADVISORONEFUNDS.COM

CLS Investments, LLC

Kurt Johnson

4020 ●●●●●th St

Om●●ha , Nebraska, 68137

United States

0.40●●●●4452
ku●●●@nstar-financial.com

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NorthStar Financial Services Group, LLC

Lucas Wentz

4020 ●●●●●th St

Om●●ha , Nebraska, 68137

United States

0.40●●●●4452
lu●●●●●●●●@nstar-financial.com

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CLS Investments, LLC

Lucas Wentz

4020 ●●●●●th St

Om●●ha , Nebraska, 68137

United States

0.40●●●●4452
lu●●●●●●●●@nstar-financial.com

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Seeks to limit the impact of large equity market declines. Seeks capital growth and income. Seeks the preservation of capital and maintenance of liquidity. Investors gain an entire investment portfolio when they invest in AdvisorOne Funds. For investors interested in active or index-based money management, we provide a simple way to diversify their holdings because our funds invest in a wide selection of other mutual funds, ETFs and securities. And 40% of the MSCI ACWI (ex-US). The AdvisorOne CLS Global ...
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AdvisorOne Funds | advisoronefunds.com Reviews

https://advisoronefunds.com

Seeks to limit the impact of large equity market declines. Seeks capital growth and income. Seeks the preservation of capital and maintenance of liquidity. Investors gain an entire investment portfolio when they invest in AdvisorOne Funds. For investors interested in active or index-based money management, we provide a simple way to diversify their holdings because our funds invest in a wide selection of other mutual funds, ETFs and securities. And 40% of the MSCI ACWI (ex-US). The AdvisorOne CLS Global ...

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Performance | Advisor One

http://www.advisoronefunds.com/performance

CLS Global Diversified Equity:. CLS Growth and Income:. CLS Global Aggressive Equity:. Investors should carefully consider the investment objectives, risks, charges and expenses of the AdvisorOne Funds. This and other information about the AdvisorOne Funds is contained in the prospectus, which can be obtained by calling 1-866-811-0225. The prospectus should be read carefully before investing. There are no guarantees that the AdvisorOne Funds will meet their objective.

2

CLS Flexible Income | Advisor One

http://www.advisoronefunds.com/flexible-income

The objective of the AdvisorOne CLS Flexible Income Fund is total return, consisting of capital growth and income, consistent with preservation of capital. The “total return” sought by the Fund consists of income earned on the Fund’s investments, plus capital appreciation, if any, which generally arises from decreases in interest rates, foreign currency appreciation or improving credit fundamentals for a particular sector or security. YOU MAY LOSE MONEY BY INVESTING IN THE FUND.

3

CLS Shelter Fund | Advisor One

http://www.advisoronefunds.com/shelter

Fund Objective and Strategy:. The AdvisorOne CLS Shelter Fund seeks to limit the impact of large market downturns, while also pursuing growth of capital. The Fund primarily invests in exchange traded funds (ETFs) through the use of:. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Trigger Points: Signals that cause movement into or out of less volatile stocks and/or U.S. Treasury bills. The CLS Shelter Fund can be incorporated into portfol...

4

Definitions | Advisor One

http://www.advisoronefunds.com/definitions

A statistical measure of the dispersion of returns for a given security or market index. Volatility can either be measured by using the standard deviation or variance between returns from that same security or market index. Commonly, the higher the volatility, the riskier the security. The MSCI All-Countries World Index, excluding U.S. (ACWI ex US) is an index considered representative of stock markets of developed and emerging markets, excluding those of the US.

5

Milestone Treasury Obligations Fund | Advisor One

http://www.advisoronefunds.com/milestone

Milestone Treasury Obligations Fund. The Milestone Treasury Obligations Fund is a money market fund that seeks to provide its shareholders with the maximum current income that is consistent with the preservation of capital and the maintenance of liquidity. The Fund will maintain an average maturity computed on a dollar-weighted basis of 60 days or less and a dollar-weighted average life of 120 days or less. This fund maintains 100% of it’s assets in liquid assets. Investors should carefully consider the ...

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ASPIRE And Gateway Financial Advisor (403(b) National Program) : Gateway Financial Advisors

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Honor, Trust, Integrity, Simplify, Be Deliberate. Call 408.398.8000. Honor, Trust, Integrity, Simplify, Be Deliberate. Call 408.398.8000. Take The "complexity" out of life and Learn to Simplify. 1900 South Norfolk Street Suite 350. San Mateo, CA 94403. 201 Spear Street Suite 1100. San Francisco, CA 94105. Locate And Visit Us:. Gateway Financial Advisors, Inc. San Mateo, CA 94403. San Francisco, CA 94105. Http:/ www.gfainvestments.com. Click Where and When Tab. Both CIR and CIRA Located at:. Http:/ www&#4...

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AdvisorOne Funds

Seeks to limit the impact of large equity market declines. Seeks capital growth and income. Seeks the preservation of capital and maintenance of liquidity. Investors gain an entire investment portfolio when they invest in AdvisorOne Funds. For investors interested in active or index-based money management, we provide a simple way to diversify their holdings because our funds invest in a wide selection of other mutual funds, ETFs and securities. And 40% of the MSCI ACWI (ex-US). The AdvisorOne CLS Global ...

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