Cetera has introduced the first of several alternative investment allocation models designed specifically for advisers who want to provide alternative investments to their accredited-investor clients.
Cetera’s first alternative investments model portfolio, the Cetera Blended Alternatives Model – Moderate, includes six alternative funds with exposure to private equity, private credit and private real estate investments. The model portfolio was researched and vetted by Cetera’s Due Diligence and Cetera Investment Management’s research teams in partnership with iCapital.
The curated alternative investments model is a custom-built allocation featuring a select roster of institutional-quality managers, packaged in a streamlined asset allocation model that advisers can use with accredited-investor clients. Cetera created the new alternative investments models as an efficient, scalable way to offer the potential benefits of alternatives – including diversification a
