Team Financial Resources, Inc. partners with CLS Investment Firm, LLC (CLS) to bring to our clients fee based portfolio management. Everyone has a vested interest in potentially gleaning the best performance in any market condition.

Team Financial Resources works with clients to determine the goals and objectives in their portfolio planning and the best portfolio design to help reach those goals. This information is delivered to the Portfolio Management Team at CLS to manage the assets based on these established goals.

If the client has established accounts with mutual funds, management of those funds can be established through the Individual Managed Account program.

* Click HERE to view a brochure about Individual Managed Accounts.

If a customized portfolio is desired, the Team can work with clients to establish a Customized Portfolio Management program.

* Click HERE to view a brochure about Customized Portfolio Management.

Or, visit the CLS Investment Firm, LLC website at www.clsinvest.com.