Our experienced professionals use proven, innovative solutions to help their clients build long-term wealth. They are able to help their clients no matter what their financial backgrounds may be or what their vocation. Our advisors through a consultative based approach formulate solutions for their clients. No one knows their clients better than they do, and Certus has all the tools and expertise to bring out the best in our clients’ portfolios.
An advisor with Certus has access to a full suite of investment vehicles from mutual funds to equities, to variable annuities to alternative investments and investment banking services. Certus won’t tell you what to sell. We will simply help you do what you do best: helping your clients meet their financial goals and developing long-term relationships with them. Certus uses proprietary technology and utilizes strategic relationships with some of the finest technology providers in the world. These alliances give our financial advisors the tools they need to help their clients succeed. Some of our partners include, but are not limited to, Docupace, Fidelity, Techmate, Redtail, Smarsh, Envestnet, Keep it Safe, EMoney and Google.