Ceros is a full-service brokerage platform and consultative partner to investment management firms. RIAs and hybrid advisors rely on Ceros for flexible, powerful and comprehensive back office systems and services. Ceros takes an active, consultative approach to helping advisors grow their businesses, offering direct access to trade stocks, bonds, options, ETFs, equity, commodities and futures trading.
We take the time to fully understand our clients’ business goals, challenges and structural realities because we want you to succeed – and to be with us for the long haul. Our boutique structure and philosophy gives us the flexibility to customize our entire suite of services to best fit the needs of each individual client – and to adjust over time and through changes in business structure or size. We are not limited by bureaucracy, multiple levels of management, conflicts of interest or any other of the impediments which trouble many of our larger competitors. Instead, we treat each client as a true partner.
In this way, Ceros provides far more than cutting edge technology and back office functionality. We provide a valuable long-term resource, flexibility and a wealth of knowledge to some of the most successful, and most loyal, investment advisors in the U.S.