Ceros Financial Services, Inc. is a full-service brokerage platform and outsourced trading desk to investment management firms. RIAs and hybrid advisors rely on Ceros for flexible, powerful and comprehensive back office systems and services. Ceros takes an active, consultative approach to helping advisors grow their businesses, offering direct access to trade stocks, bonds, options, ETFs, equity, commodities and futures trading. At Ceros, our sole focus is on making our clients’ businesses run as successfully as possible. We’re a dedicated, highly skilled group of professionals who have been involved in the RIA custody business for many years. Because our focus is on serving the needs of investment advisors and fund managers, we are able to do so with a minimum of distraction, conflict of interest or bureaucracy.

A sister company to Ceros Financial Services – Advisors Preferred, LLC acts as the named advisor for mutual funds. Advisors are recognizing the value in outsourcing the compliance, regulatory, and trading responsibilities of running a mutual fund so that they can concentrate on just the money management in a sub-advisory role. For over a decade, Ceros has provided trading services for advisor-run mutual funds. Now, between Ceros and Advisors Preferred, we can help all types of advisors who manage mutual funds.

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