Mutual Funds
Advisors Preferred, a commonly held affiliate of Ceros, acts as advisor and provides a shared trust of existing funds.
Explore creating your own fund or discover the managers at:
Advisors Preferred
Investment Banking
Leading advisors are looking to High Net Worth solutions including SPVs and Private Placements.
Our leadership team has vast experience in this area with "Unicorns."
Turnkey Asset Management Platforms (TAMPs)
For the advisor who wants to spend more time building his business and managing relationships.
Envestnet, the market leader in the TAMP space, is available.
Build, Grow & Thrive
with CEROS
Take your business to the next level with the subject-matter experience, custom support,and comprehensive wealth management capabilities designed to help you succeed.