Cetera Introduces Alternative Investments Allocation Models
Cetera has introduced the first of several planned alternative investments allocation models designed specifically for advisers who want to provide alts to their accredited investor clients.
Cetera’s first alternative investments model portfolio, the Cetera Blended Alternatives Model – Moderate, includes six alternative funds with exposure to private equity, private credit, and private real estate investments. The model portfolio was researched and vetted by Cetera’s due diligence and Cetera Investment Management’s research teams in partnership with iCapital.
The curated alternative investments model is a custom-built allocation featuring a select roster of institutional-quality managers, packaged in a streamlined asset allocation model that advisers can use with their clients. According to Cetera, it created the new alternative investments models as an efficient, scalable way to offer the potential benefits of alternatives – including diversification and the potential for enhanced returns – without adding complexity or time demands to advisers’ already busy schedules.
“At Cetera, we empower advisers to deliver institutional-quality exposure to alternative investments with confidence and ease. We see Cetera as the first independent broker-dealer to introduce this kind of alternatives model and we believe it will create significant value for our advisers,” said Christian Mitchell, president of Cetera Solutions.
Cetera says it created its Blended Alternatives Model believing that, when in the best interest of investment advisory clients, access to alternative investments may have benefits when combined with a traditional investment portfolio.
“We have a high degree of confidence in our alternative investments concepts and approach, thanks to the deep research and due diligence conducted by our Cetera Investment Management team. Their deep knowledge of alternative investments landscape led to a data-driven decision about the fund managers we selected,” Mitchell added.
By offering a combination of traditional and alternative investments, Cetera advisers have a holistic and streamlined approach to adding non-correlated assets, which can help them build better-diversified portfolios for their accredited-investor clients.
“Especially for high-net-worth clients, financial advisers should have access to alternative investments as another tool within their overall financial planning strategy because alternatives can help dampen the effects market volatility has on a client’s investment portfolio,” said Matt Fries, head of investment products and partner solutions for Cetera. “There’s been tremendous change in the alternative investments marketplace in the past 10 years, spurring greater client awareness of and demand for alternative investments, which have become a more mainstream tool for advisers constructing modern client portfolios.”
iCapital worked with the Cetera investment management team in designing asset allocation among alternative investments strategies, identifying funds to fill allocation targets, and developing marketing and educational content. iCapital will continue to monitor the Cetera Blended Alternatives Model and provide monthly and quarterly model-level reporting.
AltsWire recently reported that wealth management executive Jen Hanau was hired to lead Cetera’s new RIA and Branches Channel within its W-2 registered investment adviser models or in Cetera’s supported independence model, which has more than 40 branches nationwide. She has more than two decades of experience in adviser recruitment, platform development, and strategic growth to Cetera.
Owned by Cetera Holdings, Cetera Financial Group offers financial professionals and institutions the latest solutions to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera serves independent financial advisers, tax professionals, licensed administrators, large enterprises, as well as institutions. Home to approximately 12,000 financial professionals and their teams, Cetera oversaw more than $554 billion in assets under administration and $246 billion in assets under management as of March 31, 2025.
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