The portfolios are open to advisors affiliated to Cetera and via the Envestnet Private Wealth Platform. It illustrates how wealth managers seek to connect with such clients in a scalable way.

US-based Cetera, a network of wealth managers, has launched a suite of customizable investment portfolios.

The new offering is called Cetera Private Wealth Portfolios. They are open to Cetera-affiliated advisors exclusively through the Envestnet Private Wealth platform and aimed at affluent and high net worth households.

Cetera said this collaboration can function as an advisor's Outsourced Chief Investment Officer (OCIO), pairing Cetera Investment Management's institutional-grade portfolio expertise with the personalized support of the Envestnet PWC platform.

The Cetera Private Wealth Portfolios offering is available exclusively within the Unified Program of Cetera's My Advice Architect platform, which includes about $154 billion in assets under management, as of September 30, 2025.

"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 at Cetera, said. 

The Cetera Private Wealth Portfolios offering is composed of six strategic model portfolios, which Cetera updates annually or more often as required by market conditions. The models' underlying security selections include separately managed accounts, mutual funds, ETFs and bond portfolios.

Investors must put in at least $250,000 to sign up to the offering – for households with $1 million or more in investible assets.