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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.

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Featured Funds

Global Asset Allocation Funds

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The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The Fund's total annual operating expenses including underlying fund expenses for the Amerigo Fund Class C and Class N are 2.44% and 1.44%, respectively. Performance results reflect a contractual fee waiver by the investment adviser as described in the prospectus of the fund. For performance information current to the most recent month-end, please call toll-free 1-866-811-0225.

The AdvisorOne Amerigo Fund’s portfolio is invested to maintain risk levels equal to approximately 100% of a diversified stock portfolio consisting of 80% of the Russell 3000® Index and 20% of the MSCI ACWI (ex-US). CLS Investments, LLC (CLS), the Fund's investment advisor, seeks to control risk within a given range by estimating the cumulative risk of the Fund's investments and keeping it near that of the blended benchmark. CLS’s assessment of the risk of an asset is based primarily on its volatility and its performance during down periods.

CLS actively manages the Fund's investments by increasing or decreasing the Fund’s investment in particular asset classes, sectors, regions and countries, or in a particular security, based on its assessment of the opportunities for return relative to the risk using fundamental and technical analysis. Because of the varying levels of risk amongst equity and bond asset classes, the percent allocated to equities and bonds will vary depending on which asset classes are selected for the portfolio.YOU MAY LOSE MONEY BY INVESTING IN THE FUND.

Portfolio Managers

CLS utilizes a team approach for management of the Fund and from the team, the Fund is assigned co-portfolio managers who are primarily responsible for the day-to-day management of the Fund’s portfolio. Rusty Vanneman, CFA, Chief Investment Officer of CLS, and Paula Wieck, Manager of Investment Research of CLS, share responsibility for the day-to-day management of the Fund as Co-Portfolio Managers. Mr. Vanneman has served as Co-Portfolio Manager of the Fund since February 2013. Ms. Wieck has been Co-Portfolio Manager of the Fund since January 2013.

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Amerigo is a fund of funds meaning it invests in underlying mutual funds and exchange-traded funds (“Underlying Funds”). As a result, the Fund indirectly bears investment management fees of the underlying funds in addition to the fees and expenses of the Fund. In some instances it may be less expensive for an investor to invest in the underlying funds directly. There is also a risk that investment advisers of those underlying funds may make investment decisions that are detrimental to the performance of the Fund. Investments in underlying funds that own small- and mid-capitalization companies may be more vulnerable than larger, more established organizations. Investments in underlying funds that invest in foreign equity and debt securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.

See Standardized Performance

The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The Fund's total annual operating expenses including underlying fund expenses for the Select Allocation Fund are 1.74%. Performance results reflect a contractual fee waiver by the investment adviser as described in the prospectus of the fund. For performance information current to the most recent month-end, please call toll-free 1-866-811-0225.

The AdvisorOne Select Allocation Fund’s portfolio is invested to maintain risk levels equal to approximately 80% of a diversified stock portfolio consisting of 80% of the Russell 3000® Index and 20% of the MSCI ACWI (ex-US).

CLS Investments, LLC (CLS), the Fund's investment adviser, seeks to control risk within a given range by estimating the overall risk of the Fund's investments and keeping it near that of the blended benchmark. CLS’s assessment of the risk of an asset is based primarily on its volatility and its performance during down periods.

CLS actively manages the Fund's investments by increasing or decreasing the Fund’s investment in particular asset classes, sectors, regions and countries, or in a particular security, based on its assessment of the opportunities for return relative to the risk using fundamental and technical analysis. Because of the varying levels of risk amongst equity and bond asset classes, the percent allocated to equities and bonds will vary depending on which asset classes are selected for the portfolio.

YOU MAY LOSE MONEY BY INVESTING IN THE FUND

Portfolio Managers:

CLS utilizes a team approach for management of the Fund and from the team, the Fund is assigned co-portfolio managers who are primarily responsible for the day-to-day management of the Fund’s portfolio. Paula Wieck, Manager of Investment Research of CLS, Jennifer J. Schenkelberg, CFA and Senior Portfolio Manager of CLS, and Marc Pfeffer, Senior Portfolio Manager of CLS, share responsibility for the day-to-day management of the Fund as Co-Portfolio Managers. Ms. Wieck, Ms. Schenkelberg, and Mr. Pfeffer have served as Co-Portfolio Managers of the Fund since February 2013.

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Select Allocation is a fund of funds meaning it invests in underlying mutual funds and exchange-traded funds (“Underlying Funds”). As a result, the Fund indirectly bears investment management fees of the underlying funds in addition to the fees and expenses of the Fund. In some instances it may be less expensive for an investor to invest in the underlying funds directly. There is also a risk that investment advisers of those underlying funds may make investment decisions that are detrimental to the performance of the Fund. Investments in underlying funds that own small- and mid-capitalization companies may be more vulnerable than larger, more established organizations. Investments in underlying funds that invest in foreign equity and debt securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.

See Standardized Performance

The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The Fund's total annual operating expenses including underlying fund expenses for the Clermont Fund are 1.46%. Performance results reflect a contractual fee waiver by the investment adviser as described in the prospectus of the fund. For performance information current to the most recent month-end, please call toll-free 1-866-811-0225.

The AdvisorOne Clermont Fund’s portfolio is invested to maintain risk levels equal to approximately 55% of a diversified stock portfolio consisting of 80% of the Russell 3000® Index and 20% of the MSCI ACWI (ex-US). CLS Investments, LLC (CLS), the fund's investment adviser, seeks to control risk within a given range by estimating the cumulative risk of the Fund's investments and keeping it near that of the blended benchmark. CLS’s assessment of the risk of an asset is based primarily on its volatility and its performance during down periods.

CLS actively manages the Fund's investments by increasing or decreasing the Fund’s investment in particular asset classes, sectors, regions and countries, or in a particular security, based on its assessment of the opportunities for return relative to the risk using fundamental and technical analysis. Because of the varying levels of risk amongst equity and bond asset classes, the percent allocated to equities and bonds will vary depending on which asset classes are selected for the portfolio.YOU MAY LOSE MONEY BY INVESTING IN THE FUND.

Portfolio Managers:

CLS utilizes a team approach for management of the Fund and from the team, the Fund is assigned co-portfolio managers who are primarily responsible for the day-to-day management of the Fund’s portfolio. Rusty Vanneman, CFA, Chief Investment Officer of CLS, and Paula Wieck, Manager of Investment Research of CLS, share responsibility for the day-to-day management of the Fund as Co-Portfolio Managers. Mr. Vanneman has served as Co-Portfolio Manager of the Fund since February 2013. Ms. Wieck has been Co-Portfolio Manager of the Fund since January 2013.

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Clermont is a fund of funds meaning it invests in underlying mutual funds and exchange-traded funds (“Underlying Funds”). As a result, the Fund indirectly bears investment management fees of the underlying funds in addition to the fees and expenses of the Fund. In some instances it may be less expensive for an investor to invest in the underlying funds directly. There is also a risk that investment advisers of those underlying funds may make investment decisions that are detrimental to the performance of the Fund. Investments in underlying funds that own small- and mid-capitalization companies may be more vulnerable than larger, more established organizations. Investments in underlying funds that invest in foreign equity and debt securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.

See Standardized Performance

The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The Fund's total annual operating expenses including underlying fund expenses for the Descartes Fund are 1.60%. Performance results reflect a contractual fee waiver by the investment adviser as described in the prospectus of the fund. For performance information current to the most recent month-end, please call toll-free 1-866-811-0225.

The AdvisorOne Descartes Fund’s portfolio is invested to maintain risk levels equal to approximately 90% of a diversified stock portfolio consisting of 80% of the Russell 3000® Index and 20% of the MSCI ACWI (ex-US). CLS Investments, LLC (CLS), the Fund's investment adviser, seeks to control risk within a given range by estimating the cumulative risk of the Fund’s investments and keeping it near that of the blended benchmark. CLS’s assessment of the risk of an asset is based primarily on its volatility and its performance during down periods.

Using fundamental and technical analysis, CLS actively manages the Fund's investments by increasing or decreasing the Fund’s exposure to certain asset classes, sectors, regions and countries, or to a particular security, based on its assessment of the opportunities for return relative to the risk. Because of the varying levels of risk among equity and bond asset classes, the percent allocated to equities and bonds will vary depending on which asset classes are selected for the portfolio.

Portfolio Managers

CLS utilizes a team approach for management of the Fund. From the team, the Fund assigns a portfolio manager primary responsibility for the day-to-day management of the Fund’s portfolio.

Grant Engelbart, Portfolio Manager of CLS, and Paula Wieck, Manager of Investment Research of CLS, share responsibility for the day-to-day management of the Fund as Co-Portfolio Managers. Mr. Engelbart has served as a Portfolio Manager of the Fund since December 2013. Ms. Wieck has served as a Portfolio Manager of the Fund since January 2013.

YOU MAY LOSE MONEY BY INVESTING IN THE FUND

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Descartes is a fund of funds meaning it invests in underlying mutual funds and exchange-traded funds (“Underlying Funds”). As a result, the Fund indirectly bears investment management fees of the underlying funds in addition to the fees and expenses of the Fund. In some instances it may be less expensive for an investor to invest in the underlying funds directly. There is also a risk that investment advisers of those underlying funds may make investment decisions that are detrimental to the performance of the Fund. Investments in underlying funds that own small- and mid-capitalization companies may be more vulnerable than larger, more established organizations. Investments in underlying funds that invest in foreign equity and debt securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.

See Standardized Performance

The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The Fund's total annual operating expenses including underlying fund expenses for the Liahona Fund are 1.55%. Performance results reflect a contractual fee waiver by the investment adviser as described in the prospectus of the fund. For performance information current to the most recent month-end, please call toll-free 1-866-811-0225.

The AdvisorOne Liahona Fund’s portfolio is invested to maintain risk levels equal to 70% of a diversified stock portfolio consisting of 80% of the Russell 3000® Index and 20% of the MSCI ACWI (ex-US). CLS Investments, LLC (CLS), the Fund's investment adviser assesses the risk of each asset within the Fund is based primarily on its volatility and its performance during down periods. The fund's investment in underlying equity funds typically will range from 50% to 85% of the Fund's assets, with a minimum of 10% in bonds.

Using fundamental and technical analysis, CLS actively manages the Fund by increasing or decreasing its exposure to certain asset classes, sectors, regions and countries, or to a particular security, based on its assessment of the opportunities for return relative to the risk. Because of the varying levels of risk among equity and bond asset classes, the percent allocated to equities and bonds will vary depending on which asset classes are selected for the portfolio.

Portfolio Managers

CLS utilizes a team approach for management of the Fund. From the team, a portfolio manager is assigned primarily responsibility for the day-to-day management of the Fund’s portfolio. Chief Strategist of CLS Scott Kubie, CFA, is primarily responsible for the daily management of the Liahona Fund. He has served as portfolio manager of the Fund since its inception in 2006.

YOU MAY LOSE MONEY BY INVESTING IN THE FUND.

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Liahona is a fund of funds meaning it invests in underlying mutual funds and exchange-traded funds (“Underlying Funds”). As a result, the Fund indirectly bears investment management fees of the underlying funds in addition to the fees and expenses of the Fund. In some instances it may be less expensive for an investor to invest in the underlying funds directly. There is also a risk that investment advisers of those underlying funds may make investment decisions that are detrimental to the performance of the Fund. Investments in underlying funds that own small- and mid-capitalization companies may be more vulnerable than larger, more established organizations. Investments in underlying funds that invest in foreign equity and debt securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.

See Standardized Performance

The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The Fund's total annual operating expenses including underlying fund expenses for the Select Appreciation Fund are 1.70%. Performance results reflect a contractual fee waiver by the investment adviser as described in the prospectus of the fund. For performance information current to the most recent month-end, please call toll-free 1-866-811-0225.

The AdvisorOne Select Appreciation Fund’s portfolio is invested to maintain risk levels equal to approximately 110% of a diversified stock portfolio consisting of 80% of the Russell 3000® Index and 20% of the MSCI ACWI (ex-US). CLS Investments, LLC (CLS), the Fund’s investment adviser, invests the Fund's portfolio primarily in exchange traded funds (“ETFs”), other open-end mutual funds, and closed-end funds. CLS actively manages the Fund's investments by increasing or decreasing the Fund’s investment in particular asset classes, sectors, regions and countries, or in a particular security, based on its assessment of the opportunities for return relative to the risk using fundamental and technical analysis. Because of the varying levels of risk among equity and bond asset classes, the percent allocated to equities and bonds will vary depending on which asset classes are selected for the portfolio.

YOU MAY LOSE MONEY BY INVESTING IN THE FUND.

Portfolio Managers:

CLS utilizes a team approach for management of the Fund, and from the team, the Fund is assigned a portfolio manager who is primarily responsible for the day-to-day management of the Fund’s portfolio. Grant Engelbart, Portfolio Manager of CLS, is primarily responsible for the day-to-day management of the Fund’s portfolio, and has served as Portfolio Manager of the Fund since May 2014.

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Select Appreciation is a fund of funds meaning it invests in underlying mutual funds and exchange-traded funds (“Underlying Funds”). As a result, the Fund indirectly bears investment management fees of the underlying funds in addition to the fees and expenses of the Fund. In some instances it may be less expensive for an investor to invest in the underlying funds directly. There is also a risk that investment advisers of those underlying funds may make investment decisions that are detrimental to the performance of the Fund. Investments in underlying funds that own small- and mid-capitalization companies may be more vulnerable than larger, more established organizations. Investments in underlying funds that invest in foreign equity and debt securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards. The fund may also invest in commodities which may subject the Fund to greater volatility than investments in traditional securities. In addition, The Fund’s use of options and futures is a form of leverage which may cause the Fund to be more volatile than if the Fund had not been leveraged.

Amerigo
Select Allocation
Clermont
Descartes
Liahona
Select Appreciation

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There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

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.

Information provided at advisoronefunds.com is intended only for persons who are eligible to purchase U.S.-registered investment funds. Investments are not FDIC-insured nor are they deposits of or guaranteed by a bank or any other entity, so you may lose money. For more complete information about any of the AdvisorOne Funds, risk, charges, and expenses, please obtain the applicable prospectus. Please read it carefully before you invest or send money. CLS Investments, LLC (“CLS”) is an affiliated company of Northern Lights Distributors, LLC. The services offered by CLS are wholesaled through licensed representatives of Northern Lights Distributors, LLC. The Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. There are no guarantees that the AdvisorOne Funds will meet their objective.