We set high expectations for our business–and yours
As an advisor, you know the time and hassles involved with managing the administrative and back office part of your business–time that could be better spent building relationships. That's why Ceros Financial Services, Inc. has built a custody platform around you and your clients' needs.
The Ceros platform is designed to handle the sophisticated requirements of various investment advisors, including:
- Active RIAs utilizing mutual funds, ETFs, equities and fixed-income instruments
- Managers starting a hedge fund in need of prime brokerage capabilities
- Managers of a mutual fund in need of an execution partner
With Ceros you’ll receive:
- A consultative approach, securities products and full-service brokerage capabilities
- Customized tools to automate trading activity across multiple accounts with ability to trade stocks, equities, bonds, options, ETFs, futures and commodities
- Efficient handling of ACAT and non-ACAT transfers, including IRAs and trusts
- Back-office outsourcing capabilities--including performance-based reporting, account aggregation and consolidation, and customized and web-based access to client portfolio account information
- Ceros will provide a dedicated transition team for your firm to identify, analyze and respond quickly to your needs
- Time-saving technology with ability to rebalance across your entire client base, create model portfolios and perform “What If?” scenarios on potential reallocation strategies
- Free educational services through a variety of value-added consultation and implementation services
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