Broker Check

Cetera Investment Management

Exclusive investment research is available to you through Cetera Investment Management® LLC. Cetera Investment Management provides us—and you—with tools, resources and insights to help you pursue your goals and carefully manage risk.

Through Cetera Investment Management, we have access to outstanding resources to deliver sound investment advice and insights to you, from thought leadership on the latest detailed market information to investment perspectives, and more.

Unbiased Thought Leadership

Cetera Investment Management is dedicated to producing unbiased research. We benefit from this high level of independent research to help identify the best means for you to reach your financial goals. Cetera Investment Management gives us the power to access a large-scale, regimented body of research, including:

  •  In-depth market perspectives
  • Timely economic insights
  • Asset allocation guidance
  • Money manager recommendations
  • Model portfolios
  • Performance monitoring tools

Here’s how the cornerstones of Cetera’s investment research philosophy help you:


Cetera provides us with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. The research team covers multiple areas of expertise, to ensure that we have access to a broad range of research resources to fit your individual needs.


Cetera’s team of experts is here as a partner, to help financial professionals understand the complexities of the market by supporting them with a structured process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Cetera Investment Management team is available for one-on-one discussions.


Cetera Investment Management uses a disciplined, regimented process to support clear long-term goals for you and your advisor. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, interest rates, the political environment, inflation expectations and consumer spending, Cetera Investment Management is able to offer consistent portfolio advice to financial advisors.

About Cetera Investment Management

Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, investment research, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.