At The Certus Financial Group, Advisors operate as independent contractors who manage their own client relationships. The platform offers resources that may assist Advisors in developing strategies aligned with clients' individual needs and objectives. Through established relationships with various financial service providers, TCFG aims to provide Advisors with tools to serve their clients.

Certus offers resources designed to help Advisors create investment approaches for individuals and businesses. All investment strategies involve risks that should be carefully considered and disclosed to clients.

Choices abound. Certus offers three options for you to structure your fee-based practice:

Portfolio Manager: Act as a portfolio manager for your clients. You may design and manage portfolio models based on your understanding of each client's individual financial situation, objectives, and risk tolerance.
Third-Party Money Manager: Access various third-party money managers available through our platform. Fee structures vary and should be disclosed to clients.
Firm-Level Management: Utilize firm-level models managed by Certus professionals. This service involves fees that should be fully disclosed to clients.