Expertise to Help You Deliver What Your Clients Need

Through Cetera Investment Management LLC, you have access to outstanding resources to deliver sound investment advice and insights to your clients. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.

Proactive: Cetera Investment Management provides you with research that uses forward-looking macroeconomic assessment of the market climate. This allows you to determine which areas of the market may hold the greatest opportunity for client portfolios. The investment research team covers multiple areas of expertise, to ensure that you have access to a broad range of research resources to fit the individual needs of each client.

Responsive: Cetera Investment Management’s team of experts is here as a partner, to help financial professionals understand the complexities of the market by supporting you with a structured process focused on your clients’ long-term goals.

Consistent: Cetera Investment Management uses a disciplined, regimented process to support your clients’ long-term goals. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, volatility, political environment, secular growth cycles as well as potential investment horizon, Cetera Investment Management is able to offer consistent portfolio advice.

Meet the Cetera Investment Management team

About Cetera Investment Management

Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, and other investment advice that can help you advance your business and client relationships. For more information, please reference the Cetera Investment Management LLC Form ADV disclosure brochure.