The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with exposure to private equity, private credit, and private real ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios for its ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

New alternative investments model to offer advisors easy access to models that include private credit, private equity and private real estate via funds vetted by the Cetera Investment Management team ...