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Office: (305) 751-8855

3rd Party Money Managers

Cetera Advisors has nearly 100 different approved outside money managers available to you who may specialize in targeted portfolio goals such as high dividend stock income or tax-free fixed income, or they may specialize in a particular desired market segment such as small cap stocks or international equities. Treece Financial Group has worked with many of these 3rd party money managers for years including Clark Capital, Hanlon Investment Management, Flexible Plans, and others. In addition to 3rd party money managers, Cetera Advisors offers alternative investments to qualified clients such as REITS (real estate investment trusts) or BDCs (business development companies).