Investment Partners

We have access to diversify amongst hundreds of different investment strategies and philosophies, but unique private client access to Tower Square.

Exclusive investment research is available to you through Tower Square Investment Management® LLC. Tower Square Investment Management provides us—and you—with tools, resources and insights to help you pursue your goals and carefully manage risk.

Through Tower Square Investment Management, we have access to outstanding resources to deliver sound investment advice and insights to you, from thought leadership on the latest detailed market information to investment perspectives, and more.

Unbiased Thought Leadership

Tower Square Investment Management is dedicated to producing unbiased research. We benefit from this high level of independent research to help identify the best means for you to reach your financial goals. Tower Square Investment Management gives us the power to access a large-scale, regimented body of research, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation guidance
  • Money manager recommendations
  • Model portfolios
  • Performance monitoring tools

Here’s how the cornerstones of Tower Square’s investment research philosophy help you:

Proactive: Tower Square provides us with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. The research team covers multiple areas of expertise, to ensure that we have access to a broad range of research resources to fit your individual needs.

Responsive: Tower Square’s team of experts is here as a partner, to help financial professionals understand the complexities of the market by supporting them with a structured process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Tower Square Investment Management team is available for one-on-one discussions.

Consistent: Tower Square Investment Management uses a disciplined, regimented process to support clear long-term goals for you and your advisor. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, interest rates, the political environment, inflation expectations and consumer spending, Tower Square Investment Management is able to offer consistent portfolio advice to financial advisors.

Tower Square Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group. Tower Square Investment Management provides market perspectives, portfolio guidance, investment research, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
When clicking on the link above you will be redirected to the Tower Square Investment Management LLC website.”

We also have access to many other investment companies.

Click below for an example.

The link provided above is a listing of some of the investment companies that CRA has provided to assist shareholders in these funds. This listing is not an endorsement, nor is it a solicitation. This list is purely for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.