10.28.25
Cetera Debuts Model Portfolios for Wealthy Clients
by: Leo Almazora
Cetera Financial Group has launched six Private Wealth model portfolios in partnership with Envestnet, targeting affluent and high-net-worth clients. Available exclusively to Cetera-affiliated advisors through the Envestnet Private Wealth platform, the portfolios offer customizable, institutional-grade strategies managed by Cetera Investment Management. Accessible via Cetera’s My Advice Architect platform, the models aim to streamline portfolio construction and provide advisors an outsourced chief investment officer resource. Portfolios include blended, income, index, multi-asset and strategic approaches, updated regularly. The program allows tailored overlays for tax planning and values-based investing, enabling advisors to focus on client relationships while delivering sophisticated investment solutions.
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