Grant Engelbart - AdvisorOne CLS Insider

AdvisorOne CLS Domestic Equity N -- USA Fund  

USD 3.7  0.00  0.00%

Fund Manager since December 31, 2013

Grant Engelbart joined CLS in 2009. Mr. Engelbart serves as the lead portfolio manager for CLS Active Real. He has held positions in Trading Portfolio Administration and Project Management with a focus on ETP and Options Trading. Mr. Engelbart currently functions as the lead analyst on the AdvisorOne Select Appreciation Enhanced Income and Shelter funds as well as a number of separate accounts and strategies. He is primarily responsible for ETP selection implementation monitoring and commentary. He has previously held positions at TD Ameritrade and State Street Corporationrationration. Mr. Engelbart holds a Bachelors in Finance from the University of Nebraska.
  Money Manager Since 2013      

Management Performance (%)

Fund Summary

The fund invests primarily in exchange traded funds , other openend mutual funds, and closedend funds. This group of investments is referred to as "underlying funds." It invests in underlying funds that invest in common stock or securities convertible into or exchangeable for common stock . Under normal market conditions, the fund invests at least 80% of its net assets in U.S. equity securities. This is achieved by investing directly in equities or indirectly by investing in underlying funds.The fund is listed under null category and is part of null family.

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Top Management

AdvisorOne CLS Domestic Leadership Team
Grant Engelbart, Money Manager

Fund Performance

AdvisorOne CLS Performance Indicators