Cetera Investment Management

Insight, Foresight, Perspective

Independent, objective research and guidance to assist your financial professional in designing the investment strategy that's right for you.

Cetera Investment Management delivers a wealth of independent, objective research and guidance designed to make sense out of the complex, often-changing economic landscape. They provide the insight, foresight, and perspective on the financial markets your financial professional needs to keep you on track to pursuing greater financial well-being. Together with your financial professional, they’re your partner for acquiring a deeper understanding of the economic landscape, maintaining a forward-looking focus on market trends and performance, and creating solutions designed to help you capitalize on that perspective—so you can feel more confident you are on the path to your investment goal.

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What You’ll See from Us

Quarterly market outlooks, offering analysis of the financial markets in the context of the current economic environment, feature investment guidance that can be taken straight to your portfolio.
Regular market commentaries dive deep into the drivers of change in the markets, making sense of the complex, often blurred relationships between markets and governments.
Weekly, monthly, and quarterly market recaps help frame performance, market and geopolitical events, government actions, and news while providing investment opportunities.
Our Quarterly Chartbook uses a graphical format to show the current and historical performance of several key economic and market indicators that shape our investment positioning and includes our Recession Riskometer.
Regular media appearances on TV, print, and radio give us a chance to share our insights with the investing public and spur a healthy dialog about the markets and making the most out of one’s investments.
Timely economic and market updates via Twitter

Gene Goldman, CFA
Chief Investment Officer & Director of Research

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. He also leads the investment committee and their commitment to delivering superior investment oversight.

Gene has more than 26 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. Prior to joining Cetera, he served in a variety of roles at LPL Financial including market strategist and lead strategist of the manager strategy group. Earlier in his career, has was a mutual fund product analyst at Liberty Financial.

Gene is frequently cited in a range of national media outlets including The Wall Street Journal, Bloomberg News, The New York Times, Forbes, and Reuters and he is a regular guest on high-profile news networks including CNBC and Fox Business News. He has been a featured or keynote speaker at dozens of industry events.

Gene earned his Bachelor of Science in engineering from Worcester Polytechnic Institute and his Master of Business Administration with a concentration in finance from Northeastern University. He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).