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Portfolio Solutions

Solutions designed for the real world.

Institutional-grade advice

Use our investment management team’s professional analysis to put together your own portfolios or choose from one of our ready-made options. It’s a smart way to provide a variety of actionable solutions for your clients.

Solve for client needs with scale and efficiency

A best-ideas list of 125 mutual funds across equity, fixed income, alternative strategy, and flexible allocation categories. Includes recommended ESG funds, fact sheets, and investment theses.

Leverage our strategic and tactical asset allocation models, featuring five risk levels, to design a portfolio that fits the unique investment profile of each of your clients.

We offer a diverse set of SMA managers with strategies across equity, fixed income, international, and alternative asset classes.

These ready-made portfolios across five risk profiles, encompassing multiple fund families, are designed to take advantage of market opportunities over a three-to-five-year time horizon.

These ready-made portfolios across five risk profiles build off our strategic portfolios, but offer liquid alternatives and the ability to make tactical shifts to exploit market imbalances.

 
 

Learn more about how we can help you today

Discover all the ways our investment management team can support growth for you and your clients by talking with one of our Business Development Specialists.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development
(657) 753-7021

Portfolio Solutions | Financial Institutions

Solutions designed for the real world.

Institutional-grade advice

Your advisors can use our investment management team’s professional analysis to put together their own portfolios or choose from one of our ready-made options. It’s a smart way to provide a variety of actionable solutions for your clients.

Solve for client needs with scale and efficiency

A best-ideas list of 125 mutual funds across equity, fixed income, alternative strategy, and flexible allocation categories. Includes recommended ESG funds, fact sheets, and investment theses.

Leverage our strategic and tactical asset allocation models, featuring five risk levels, to design a portfolio that fits the unique investment profile of each of your clients.

We offer a diverse set of SMA managers with strategies across equity, fixed income, international, and alternative asset classes.

These ready-made portfolios across risk profiles, encompassing multiple fund families, are designed to take advantage of market opportunities over a three-to-five-year time horizon.

These ready-made portfolios across risk profiles build off our strategic portfolios, but offer liquid alternatives and the ability to make tactical shifts to exploit market imbalances.

 
 

Learn more about how we can help you today

Discover all the ways our investment management team can support growth for your program and your clients by talking with one of our Business Development Specialists.

Tami
Tami Cain
Head of Institutional Business Development
(414) 254-5330
Zach
Zach Porter
Regional Business Development Officer
(630) 453-4721

Join Us

You create a better future for your clients. Now let us create a better future for you.

Partnership that keeps pace with your ambition

If you’re not currently getting everything you need to create the business or investment program you want, let’s talk. We’re confident you’re not asking too much—you’re just asking the wrong partner.

We’re all about giving you choice, even in how you connect with us.

Talk to us right now

Connect with us directly from 8:00 a.m. Eastern to 5:00 p.m. Pacific, Monday through Friday, or schedule a meeting at a time convenient for you.

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Use the form below to share your contact information, and we’ll connect with you soon.

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Contact Us

Let’s connect! How can we help?

Account assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please contact your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Cetera Wealth Services
888.406.5444

Cetera Advisors
888.406.2444

Cetera Financial Specialists
844.337.2212

Cetera Investment Services
800.245.0467

Institutional bondholders

To request information, please use the link below to access and complete the form.

Bondholder Form

Contact us

Let us know what you need and how to contact you, and we’ll be sure to connect you with the person best able to give you the answer or assistance you need.

Friends & Family

Friends and Family

Now, referring a colleague to Cetera is rewarding for both of you.

Get Started

It’s a win-win-win.
For you. For your referral. For Cetera.

If you know of a financial professional in your network who would benefit from our tools, technology, resources, and support, tell us about them.

Just submit a financial professional referral and receive up to 10% of their eligible T12 GDC—a reward of up to $50,000.

Only applicable for new submissions; previously submitted referrals are not eligible for this special promotion.

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Rep on Demand

Qualified advisors whenever, wherever, however you need them.

Efficiently add talent—and revenue—to your program

Whenever having an extra advisor can make all the difference, there’s Rep on Demand®. It makes skilled advisors available to your program to keep it moving forward.

Keep your program on a smooth path to growth

Finding an advisor who’s an ideal fit for your financial institution’s culture can take time. Until you do, Rep on Demand is ready to meet program and client needs on day one.

Illness. Maternity leave. Unexpected departure. Whatever the reason, Rep on Demand can smoothly and efficiently provide continued client service—and revenue.

Whether you’re growing your book or your network of branches, Rep on Demand can cover service gaps until you can hire a new advisor or reorganize your existing team.

Free up your full-time advisors to focus on building out your high-net-worth program while Rep on Demand ensures continued, dedicated service to your mass-market clients.

If your team or institution are victims of a storm, flood, or other emergency, Rep on Demand is ready to step in and ensure continued client service until things are back to normal.

 
 

Demand more today

Explore all the ways Rep on Demand can help drive greater success for your program by talking with one of our Business Development Specialists.

Tami
Tami Cain
Head of Institutional Business Development
(414) 254-5330
Zach
Zach Porter
Regional Business Development Officer
(630) 453-4721

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The California Consumer Privacy Act (“CCPA”) grants California consumers certain rights regarding their personal information. If you are a California resident, you can use this form to submit your data rights request.

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