Broker Check

Research Team

Cetera Research

Cetera Research is offered through Cetera Investment Management LLC, a Registered Investment Advisor.

Through Cetera, your advisor has access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information and investment perspectives, asset allocation strategies, and investment ideas and recommendations.                                    

Why Cetera Research?

Cetera is dedicated to producing unbiased research. Your financial advisor benefits from this high level of independent research to help identify the best means for you to reach your financial goals. Cetera supports financial advisors by giving them the power to access a large-scale, regimented body of research, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation recommendations
  • Manager guidance
  • Model portfolios

Through a proactive, responsive, and consistent approach, Cetera provides research and management expertise to help advisors keep their focus on you, the client. Cetera gives us unique perspectives and a research team that allows us to have the right tools to meet the client's needs.

The Cetera Research Team

Behind the research Cetera offers is a team of dedicated industry experts, with an average of 21 years of industry experience; with many members having earned advanced degrees and designations such as the Chartered Financial Analysts (CFA). They specialize in providing research and investment analysis for equities, fixed income, and alternative investments, analyzing the nuances of various fund classes, and provide advisors with additional insights through the Monthly Market Monitor and Quarterly Recap Reports, which are made available to clients of Cetera’s advisors.

Cetera's Research Team also manages the strategic and tactical positioning of Cetera’s asset allocation strategies, diversification, and online equity research platforms, which are made available to advisors through a suite of online investment tools.

They are frequently sought out as media experts whose insights and commentaries have appeared in the Wall Street Journal and on CNBC, Fox News, Marketwatch, and others.