Cetera has announced the launch of Cetera Private Wealth Portfolios, a suite of customizable investment portfolios designed by Cetera Investment Management and offered to Cetera-affiliated advisers exclusively through the Envestnet Private Wealth platform to meet the needs of affluent and high-net-worth households.
Cetera Investment Management provides financial professionals with a full-service platform that includes in-depth product and market research and analysis, a wealth of publications to communicate its perspectives to advisers’ clients, portfolio and asset allocation strategy design and investment recommendations.
This collaboration can, in essence, function as an adviser’s outsourced CIO, pairing Cetera Investment Management’s institutional-grade portfolio expertise with the personalized, white-glove support of the Envestnet Private Wealth platform to address the complex needs of affluent and high-net-worth clients. The Cetera Private Wealth Portfolios
