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Investments

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Cetera offers a broad range of investments and guidance to help business owners manage their business and personal assets.

Stocks & Bonds

Investing in stocks and bonds can help you build, balance or diversify your portfolio. 

  • Stocks may be appropriate if you’re seeking long-term growth and are comfortable with stock market fluctuations.
  • Bonds may be appropriate if you’re seeking higher income or greater stability than is available through stocks.

Cetera offers stocks (those listed on major national and regional exchanges) as well as taxable and tax-free* bonds. Our investment professionals can help you understand how to create an appropriate balance of stocks and/or bonds to pursue your investment goals. 

Mutual Funds

Mutual funds can offer a convenient way to meet your investment goals – whether you are investing for growth, income or liquidity. 

Cetera offers thousands of mutual funds from a selection of well-known companies. Our investment professionals can help you choose funds that are right for your situation.

Mutual Funds are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus contains additional information included charges and expenses, please read carefully before investing or sending money.

Exchange Traded Funds (ETFs)

ETFs are an investment option that track an index or a “basket of stocks.” They can be traded like a stock and are often present cost- and tax-efficient benefits.

Any ETF listed on the NYSE, AMEX, and NASDAQ or any sector or index is available. Our investment professionals will find one to suit your needs.

Unit Investment Trust (UITs)

UITs can be taxable or tax-free and enable you to purchase a portfolio of income-producing securities that remains fixed for a predetermined amount of time – so you know exactly what you’re buying. 

Cetera offers a wide selection of UITs with a selection of portfolio structures. Our investment professionals can help you determine if they fit your investment strategy.

UITs are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus
contains additional information included charges and expenses, please read carefully before
investing or sending money.

Brokered CDs

Cetera offers a wide selection of brokered CDs issued by financial institutions around the country.

Brokered CDs, available to you with PrimeVest acting as your agent, carry the same FDIC insurance as CDs you purchase from a financial Institution; these may be the right choice to help you diversify a CD portfolio for maximum FDIC insurance.

Other Investment Products

Cetera also offers other investments products, including managed accounts, sweep accounts and stock options.

To learn more about Investments, schedule an appointment with a Cetera Investment Executive. 

*Income may be subject to federal alternative minimum tax

Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera nor any of its representatives can provide legal or tax advice.

Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Investments are: Not FDIC/NCUSIF insured; May lose value; Not financial institution guaranteed; Not a deposit; Not insured by any federal government agency.  Cetera is under separate ownership from any other named entity.

Advisory services can only be offered in connection with a Cetera Advisory Services Agreement and disclosure brochure.