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Investment Choices

 

Find all of the choices that you, and your clients, are looking for.

 

Create and manage portfolios; utilize listed and OTC equities; get the best execution; direct access order entry and trading and account management opportunities; and find bonds at competitive prices.

 

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Mutual Funds

 

Mutual Funds

 

Ceros provides a direct connection to a huge selection of funds. We enable you to manage an extensive collection of funds and commission structures, including no-load and back-end load, and a variety of share classes.

 

We offer access to more than 6,600 funds, representing over 16,000 share class options from over 460 popular fund companies, many available without a transaction fee.

  • Create a portfolio from a wide range of funds
  • Access no-load funds to model and rebalance your portfolios

Contact Ceros today to learn more about our wide array of investment choices.

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Equities

 

Equities

 

Ceros makes every effort to obtain the best possible execution with every trade. With direct routing to ECNs and listed exchanges, partnerships with NFS, Knight and WallachBeth and a team of seasoned equity traders on staff, Ceros is positioned to make a very real difference in the value you achieve for your clients.

 

Equity Block Trading


Combining know-how with the best in market intelligence, Ceros traders buy and sell large blocks of stock or thinly traded securities anonymously. Market price impact is kept to a minimum. Appropriate trading venues are identified quietly through our relationships in the trading community. And unlike traditional wirehouses, Ceros traders work with you directly, with no middlemen to intervene.

 

Our agency-focused basis ensures freedom from potential conflicts of interest – ensuring the best possible outcomes for you and your clients. The quality of execution is measured by Fidelity Capital Markets’ Execution Quality Reporting (EQ) tool.

 

International Trading


Ceros offers excellent access to world markets through in-house expertise and also our partnership with Fidelity Capital Markets. As globalization increases the need for international access and expertise, we will continue to expand our considerable capabilities.

 

Ceros offers the following International Trading benefits:

 

  • Electronic trading of foreign equities and currencies
  • Direct trading with local markets in 41 countries
  • Equal treatment of institutional and retail orders
  • Trade settlement in local or US currency
  • Key relationships in foreign markets
  • Superior foreign small- and mid-cap stock trading
  • Program and algorithmic trading
  • Access to world markets through multiple channels

 

Contact Ceros today to learn more about our wide array of investment choices.

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Fixed Income

 

Fixed Income

 

Ceros provides the means to achieve the best pricing on a variety of bond inventories. Through our partnership with Fidelity Capital Markets, Ceros provides direct market-maker access as well as a huge selection of offerings from many dealers. Additionally, our open infrastructure enables you to come to us with your own bond relationships. You can continue to execute with them and deliver back to us for settlement.

 

Fixed Income Products:

  • Municipal Bonds
  • Government Sponsored Enterprises
  • Retail Note Programs
  • Fixed Rate Capital Securities
  • Certificates of Deposit
  • Corporate Bond
  • Mortgage Backed Securities
  • Asset Backed Securities
  • Build America Bonds
  • High Yield Bonds
  • U.S. Treasuries

Short Term Instruments:

  • Certificates of Deposit
  • Commercial Paper
  • Discount Notes

U.S. Treasury issues: bills, notes and bonds

  • Government Agency and mortgage-backed Securities
  • Corporate Bonds
  • Municipal Bonds
  • Short-term Instruments: Commercial Paper, CDs, Bankers Acceptances
  • CMOs
  • REITs


Contact Ceros today to learn more about our wide array of investment choices.

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Options

 

Options

 

Ceros offers a wide variety of exchange-traded stock and index options. We are able to achieve best pricing through our partnership with NFS Capital Markets. We also maintain a block desk for option orders which require special handling. Our in-house options experts are available to discuss strategy and execution insights.

 

Our breadth of capability and expertise enables a variety of strategies, including speculation and hedging. Options may also be traded separately (single-leg) or combined (multi-leg).

 

Ceros monitors all option executions and will seek an explanation or price adjustment on your behalf when appropriate.

 

Contact Ceros today to learn more about our wide array of investment choices.

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Futures/Derivatives

 

Futures/Derivatives

 

Ceros offers institutional futures trading for advisors who want to hedge or leverage their portfolio through the futures markets.

 

Ceros is continually in the process of expanding the toolkit that we provide to our clients. Through partnerships with ADM Investor Services, Credit Suisse, and Barclays, Ceros is able to offer access to a wide range of futures and commodities contracts to satisfy the needs of our institutional trading clients. 

 

Contact Ceros today to learn more about our wide array of investment choices.

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Alternative Assets

 

Alternative Assets

 

Through our partnership with National Financial, Ceros offers a wide range of alternative investments. Offerings are available in each of the categories listed below and there is an easy approval process to add new items into the system. Many of our clients have started their own alternative investments and then placed them onto the alternative investments platform.

  • Limited Partnerships
  • Real Estate Investment Trusts (REITs)
  • Limited Liability Companies (LLCs)
  • Private Equity (common, preferred, convertible preferred and warrants)
  • Private Bonds
  • Promissory Notes
  • Private Equity Funds
  • Hedge Funds (1940 Act registered and unregistered)
  • Hedge Fund of Funds (1940 Act registered and unregistered)
  • Managed Futures Funds

Contact Ceros today to learn more about our wide array of investment choices.

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