Investments and asset management

A strategic approach to investing focuses on building a portfolio with a level of risk and reward that’s appropriate for you. It’s a complex, ever-changing task that calls for the knowledge, judgment and independent perspective we can offer. We help our clients choose from a wide variety of asset managers and utilize mutual funds, exchange-traded funds, separately managed accounts and more.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Mutual Funds and Exchange-Traded Funds are sold only by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.