March 20, 2023

Despite the news cycle, it’s not 2008, and our stability and growth are as strong as ever.

Press Room Despite the news cycle, it’s not 2008, and our stability and growth are as strong as ever.


I want to address the recent events regarding Silicon Valley Bank (SVB) and other financial institutions facing similar challenges. Clearly, there are some that believe this is reminiscent of 2008 and as a result we see charged emotions, fear, and speculation in the market.

Women's History Month

Women shape our history and future

History is our strength

This month we honor women’s contributions to history, culture, and our communities. As we celebrate triumphs this month, we also refocus on what it means to create equality. We see Women’s History Month as an opportunity to share and learn from the stories of the women before us while continuing their impactful legacy in our culture and society.

Voices for change

Women have long been instrumental in passing down history by sharing the stories and lessons of those who came before us. Women’s perspectives, and the larger human story, expand our understanding and connections with each other.

Women's History Month

Strengthening connections

While this month is a time of appreciation and celebration, it is also a time to honor those that paved the way. Progress from hard-fought gains give women the representation and experiences that help shape us all. Their experiences create lasting bonds while driving change for the next generation.

Celebrating Women Who Tell Our Stories

Our story within

The Women’s+ Employee Resource Group and Advisor Women’s Impact Network (Advisor Resource Group) partner with community organizations to lead initiatives to empower, mentor and develop women at all leadership levels.

Explore further

We recommend celebrating Women’s History Month by exploring The Smithsonian American Women's History Museum's learning resources for all ages. From toddler activities and toys to adult program and lectures, all ages can explore the women that made history.

Explore Further

Black History Month

A stronger future begins with all of us.

Honor, explore, and celebrate

This month we celebrate the ongoing legacy of Black Americans who’ve indelibly advanced our collective well-being, often against heartbreaking odds. We see Black History Month as an opportunity to focus on what we can do to further that legacy throughout the year.

Every step counts

When it comes to creating a truly equal world, one that lives up to our beliefs, we all have a role to play. We strive to learn and raise awareness so we can be better employees, neighbors, and community members—and be worthy of the journey those we honor this month have asked us to take.

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Business woman using Accesslink onboarding experience on computer

It starts within

Our Black Employees and Allies Network is a critical partner in helping us create a more inclusive culture, leading initiatives for mentoring and professional advancement for current Black employees and recruiting new Black talent to further enrich our workforce.

Fostering change throughout

The Cetera Black Advisor Community has become a strategic partner for creating positive and meaningful change in our profession, providing connection and accelerating the inclusion of Black financial professionals not only within Cetera, but across the financial profession.

Explore further

We hope you’ll be inspired to explore Black history within topics that most interest you. We enjoyed learning about African Americans and the Arts from the Smithsonian, and Art as a Platform for Social Justice from The National Museum of African American History and Culture.

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Cetera Investment Services | Cetera Custody Services

Home Cetera Investment Services Disclosures Cetera Custody Services

Cetera Custody Services

Cetera Investment Services LLC offers the highest quality service through our team of qualified and knowledgeable employees. Founded in 1984, Cetera Investment Services is an experienced, self-clearing broker-dealer serving the clients of over 500 financial institutions, as well as clients of independent financial advisors, in all 50 states. Cetera Investment Services was granted custodial powers in 1993 from the IRS and currently custodies IRA assets for over 140,000 customers with a market value in excess of $14 billion.

As a custodian, Cetera Investment Services is responsible for the following duties:

In addition, some of the other benefits of having Cetera Investment Services as the custodian include:

  • Technical expertise relating to account administration, including contributions and distributions
  • Knowledgeable and supportive IRA staff—over 50 years of combined experience
  • Worry-free client communications

Cetera Investment Services LLC is a member of the Depository Trust and Clearing Corporation (DTCC), the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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