Investment Advisors

As an advisor at The Certus Financial Group (TCFG) you are fully independent and own your book of business. You enjoy higher payouts thanks to established partnerships TCFG has in place on its platform. 

TCFG equips you with resources and flexibility to design your own strategies and client-specific specifications to readily serve individuals and businesses with completely customized care.

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

• Portfolio Manager: Act as a portfolio manager on your own. Design and manage portfolio models from direct relationships with your clients and knowledge of their goals and needs.
• Third-Party Money Manager: Select from the variety of third-party money managers established on TCFG's platform to work with at reduced rates.
• Firm-Level Management: Select from a group of firm-level models managed by TCFG. There is a fee for this service.