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Who We Are


Ceros is a team. Our sole focus is on making our clients’ businesses run as successfully as possible. We’re a dedicated, highly skilled group of professionals who have been involved in the RIA custody business for many years. Because our focus is on serving the needs of investment advisors and fund managers, we are able to do so with a minimum of distraction, conflict of interest or bureaucracy.


Although we represent a cross-section of professional skill-sets and experience, everyone at Ceros believes in delivering superior service. This means that when a client calls, we pick up the phone. When there’s a question about strategy or a request for a new service, we listen and put all of our resources and expertise on the issue. It is our mission to make our clients more successful and every single one of us understands that that is the key to our own success.


Contact Ceros today to find out how we can streamline your back office.

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