Investment Research Team
Proactive. Responsive. Consistent.
Exclusive investment research is available to you through your financial advisor and their broker/dealer’s affiliation with Cetera Investment Management LLC. Cetera Investment Management provides your financial advisor — and you — with tools, resources and insights to help you pursue your goals and carefully manage risk.
Through Cetera Investment Management, your advisor has access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.
Unbiased Thought Leadership
Cetera Investment Management is dedicated to producing unbiased research. Your financial advisor benefits from this high level of independent research to help identify the best means for you to reach your financial goals. Cetera Investment Management supports financial advisors by giving them the power to access a large-scale, regimented body of research, including:
- In-depth market perspectives
- Timely economic insights
- Asset allocation recommendations
- Manager guidance
- Model portfolios
Here’s how the cornerstones of Cetera’s investment research philosophy help you and your advisor:
Proactive: We provide your advisor with research that uses, forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market hold the greatest opportunity. Cetera’s investment research team covers multiple areas of expertise, to ensure that your advisor has access to a broad range of research resources to fit the individual needs of you and their other clients.
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 them with a structured process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Cetera Investment Management team is available for one-on-one conference calls with all advisors who affiliate with a Cetera Financial Group firm.
Consistent: Cetera Investment Management uses a disciplined, regimented process to support clear long-term goals for your advisor and you. 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 for our advisors to use with you.
Focus on Clients
Cetera Investment Management is focused on giving advisors the tools they need to help their clients meet their financial objectives. Your As a Cetera client, your advisor can provide you with access to a variety of market commentaries, educational materials from Cetera Investment Management and Cetera Financial Group’s and its strategic partners, and as well as thought leadership on up-to-the-minute investment topics.
Investment research is offered through Cetera Investment Management LLC, a Registered Investment Adviser.