Solutions for the Modern Advisor

Advisor Managed
Fee-Based Accounts

Advisor Managed
Fee-Based Accounts

A robust investment platform is available to you to manage your clients portfolios as well as a dedicated trade desk. This is the foundation upon which Ceros was created.

A robust investment platform is available to you to manage your clients portfolios as well as a dedicated trade desk.


This is the foundation upon which Ceros was created.

Learn More »

Advisor Managed
Fee-Based Accounts

Advisor Managed
Fee-Based Accounts

A robust investment platform is available to you to manage your clients portfolios as well as a dedicated trade desk. This is the foundation upon which Ceros was created.

A robust investment platform is available to you to manage your clients portfolios as well as a dedicated trade desk.


This is the foundation upon which Ceros was created.

Learn More »

Mutual Funds

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 »

Mutual Funds

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."

Learn More »

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."

Learn More »

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.

Learn More »

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.

Learn More »

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.

We are commited to your success. We do not share data.

If you’re a client and need assistance, please contact us directly at (866) 842-3356.
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