We invest in our financial advisors, and thus they are fully vested in providing the best services for our clients. Certus provides our financial advisors with all the tools they need to succeed, including proprietary technology and training. This enables the financial advisors to provide the highest level of service available in the financial services industry. Their success translates into client success.

Our open product architecture and innovative fee-based programs, coupled with our research, provides our advisors with the tools and flexibility they need to develop investment programs best suited for their clients.

Helping advisors succeed

Certus provides numerous methods to providing success for our financial advisors:

  • Technology —This helps our financial advisors focus on providing excellent client services instead of worrying about logistics.
  • State-of-the-art research — We have the tools to find the best financial opportunities for our clients, including mutual funds and expanded stock portfolios.
  • Training and Support — Certus will provide all the training and support you need to meet your financial goals.
  • Flexibility — Our financial advisors will always give you the flexibility you need to make sure you are comfortable with your portfolio.

Our advisors have access to and offer their clients these products:

  • Mutual funds
  • Annuities
  • Securities
  • Insurance
  • Asset management programs
  • Estate and financial planning
  • Trust services
  • Group retirement plans
  • Exchange-traded funds (ETFs) and exchange-traded notes (ETNs)
  • Alternative Investments

Our financial advisors can custom build a portfolio with you to ensure you are meeting your financial goals. They can make recommendations for your portfolios making informed decisions and include products to meet the ever changing market environment and investment landscape.