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Portfolio Advisory Services

Studies have shown that emotional reactions to the stock market's ups and downs negatively impact investors' overall returns.*

Portfolio Advisory Services is a disciplined program that minimizes the emotional side of investing and attempts to capture market returns. The program uses a unique philosophy derived from Nobel Prize-winning concepts and invests in low-cost, efficient investment vehicles.

We invite you to watch this short video to learn more about Portfolio Advisory Services and the advantages of investing in this strategic, long-term investment platform. 

Emotions and Investing

Portfolio Advisory Services utilizes mutual funds from Dimensional Fund Advisers (DFA)- To learn more about the history and the philosophy behind DFA, please click here

Click here  to meet the Nobel Prize winner whose award-winning research underlies the investment strategies of Portfolio Advisory Services.

To view the Portfolio Advisory Services One-Page Overview Flyer, click   here

To access the Cetera Investment Advisers Form ADV Part 2A, click  here .