Cetera Financial Group has introduced Cetera Private Wealth Portfolios, a suite of customizable investment portfolios designed for affluent and high-net-worth clients. Developed by Cetera Investment Management and offered exclusively through the Envestnet Private Wealth platform, the new offering provides advisors with institutional-grade portfolio construction and oversight tailored to complex wealth needs.
The initiative pairs Cetera’s in-house investment expertise with Envestnet’s technology platform, functioning as an Outsourced Chief Investment Officer (OCIO) solution that allows Cetera-affiliated advisors to deliver high-quality investment strategies without building additional infrastructure. The offering will be available through Cetera’s My Advice Architect Unified Program, which currently manages approximately $154 billion in assets.
The program features six strategic model portfolios that blend mutual funds, ETFs, SMAs, and bond portfolios to meet long-term growth and income objectives. The models are regularly reviewed by Cetera Investment Management to reflect market conditions, offering flexibility for tax optimization, values-based investing, and other personalized overlays.
The launch continues Cetera’s expansion of its advisor tools, following the July 2025 debut of its first alternatives model portfolio—the Cetera Blended Alternatives Model – Moderate—which integrates private equity, private credit, and real estate exposure.
KEY QUOTES
“Cetera Private Wealth Portfolios is a powerful addition to our growing platform, reinforcing Cetera’s position as a premier financial services partner for advisors. Through our Cetera Private Wealth Portfolios, we are enabling our advisors to deliver sophisticated, institutional-quality investment strategies to affluent and high-net-worth households, all without advisors having to build or scale their own investment infrastructure.”
Kerry Pierce, Head of Advisory Solutions, Cetera
“One example on how we see this fitting in a Cetera financial professional’s arsenal is the ability to take over an existing portfolio of low-cost-basis securities and build a customized solution around that.”
Gene Goldman, Chief Investment Officer, Cetera
“What truly sets Cetera Private Wealth Portfolios apart is the hands-on, strategic involvement of Cetera Investment Management. It’s not just guidance, it’s Cetera personnel directly signing off on critical elements such as asset allocation, drift parameters and security selection.”
Kerry Pierce, Head of Advisory Solutions, Cetera
“Envestnet’s Private Wealth consultative service enables our client portfolio managers to work closely with Cetera-affiliated financial advisors to gain a comprehensive understanding of each client’s unique objectives. From there, they assess the model portfolios developed by Cetera Investment Management to determine whether customization is needed. The program’s flexibility is extensive, allowing for tailored overlays that can address tax considerations, values-based investing preferences, and other specific client priorities.”
Andrew Stavaridis, Chief Relationship Officer, Envestnet
