Investment Firm

In 1972, W. Patrick Clarke, the founder of CLS, began his career as a stockbroker on the eve of one of the worst bear markets in history. Mr. Clarke started his financial career at a time when other stockbrokers were struggling to survive. In 1975 he helped pioneer the concept of financial planning by organizing and operating a financial planning firm in Omaha, Nebraska. His goal was to help investors with their financial goals. In 1989, Mr. Clarke was the motivating partner in creating the money management firm CLS Investment Firm, LLC (CLS). CLS was founded on the lessons learned by Mr. Clarke as both a financial advisor and an individual investor. It is because of this experience that ... More from Zoominfo »

In the News

Chicago investment firm to buy Mass. company
(AP) — Chicago-based health care private-equity firm Linden Capital Partners has agreed to pay about $78 million for a Massachusetts company that performs contract research services.
From - 2 days ago
Investment firm acquires 92M shares of GM
General Motors Co. announced Tuesday that Capital Research Global Investors — one of the world's largest investment management firms — has acquired more than 5 percent of its shares.
From - 1 day ago
Yahoo: Third Point's Loeb To Nominate Dissident Board Slate
Activist investor Dan Loeb this afternoon filed with the SEC to disclose that he plans to nominate a group of four directors to the Yahoo board of directors. Loeb has been a frequent critics of Yahoo?s management and board. Via his investment firm Third Pont LLC, Loeb holds a 5.56% stake in the company. Here ...
From - 1 day ago
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