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- Cetus 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
- 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.