<%@LANGUAGE="VBSCRIPT" CODEPAGE="1252"%> <% ' Names of roles users may log in as Const AdvisorRoleName = "Advisor" Const GuestRoleName = "Guest" Const TeleconferenceRoleName = "Teleconference" Const AdminRoleName = "Admin" ' Returns the user name of the current user. Function GetCurrentUserName( _ ) GetCurrentUserName = Session( "MM_Username" ) End Function ' Returns the role name of the current user. Function GetCurrentRoleName( _ ) GetCurrentRoleName = Session( "MM_RoleName" ) End Function ' Validates that the current user is logged in and in the correct role. If the user is not logged ' in or not in the correct role, he/she is redirected to a login page. Sub AuthorizeCurrentUser( _ RoleName, _ LoginPage _ ) Dim MM_grantAccess Dim MM_qsChar Dim MM_referrer ' *** Restrict Access To Page: Grant or deny access to this page MM_grantAccess=false ' If the user is logged in, If GetCurrentUserName( ) <> "" Then ' and if the user is in the correct role for this page, If GetCurrentRoleName( ) = RoleName Then ' The user is grnated access MM_grantAccess = true End If End If ' If the user is not allowed to view this page, If Not MM_grantAccess Then ' Redirect the user to the appropriate login page MM_qsChar = "?" If (InStr(1,LoginPage,"?") >= 1) Then MM_qsChar = "&" MM_referrer = Request.ServerVariables("URL") if (Len(Request.QueryString()) > 0) Then MM_referrer = MM_referrer & "?" & Request.QueryString() LoginPage = LoginPage & MM_qsChar & "accessdenied=" & Server.URLEncode(MM_referrer) Response.Redirect(LoginPage) End If End Sub %> <% AuthorizeCurrentUser AdvisorRoleName, "advisoradvantage.htm" Dim rsAdvisors1__MMColParam rsAdvisors1__MMColParam = GetCurrentUserName( ) Dim rsAdvisors1 Dim rsAdvisors1_numRows Set rsAdvisors1 = Server.CreateObject("ADODB.Recordset") rsAdvisors1.ActiveConnection = Application("CenturionCounsel_ConnectionString") rsAdvisors1.Source = "SELECT * FROM advisors WHERE username = '" + Replace(rsAdvisors1__MMColParam, "'", "''") + "'" rsAdvisors1.CursorType = 0 rsAdvisors1.CursorLocation = 2 rsAdvisors1.LockType = 1 rsAdvisors1.Open() rsAdvisors1_numRows = 0 %> Welcome to Centurion Counsel, Inc.
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Advisor Advantages

• We Customize Portfolios for Your Clients: Centurion Counsel does not require your clients to sell their existing investments to invest in our platform. We use individual securities where possible to maximize customization and tax efficiencies for the client. Outside investments that cannot be liquidated (eg. Variable annuities, 401K accounts) are re-allocated to maximize portfolio efficiency for the client.

• We Have Client-Friendly Proposals: Our proposals visually demonstrate to the client how reallocating their portfolio assets may improve their expected investment return and reduce their potential downside risk. Clients can see firsthand how their portfolio may be improved.

• We Simplify Life for the Advisor: Centurion actively manages the client’s account and sends out a quarterly consolidated statement of all of a client’s holdings, reducing administrative paperwork and providing you and your client with greater control and awareness of their total investment portfolio.

• Ideal Platform for Advisors in Transition: Client assets can be retained as desired, allowing you to annuitize your business without having to sell off investments in the transition of your practice. We are an ideals platform for advisors transitioning to a fee-based platform.

• We Improve Investment Consistency: Centurion’s focus on strategic asset allocation emphasizes reducing risk in client portfolios and attempts to provide clients with reduced volatility and more consistent returns.

• We Offer Personalized Service: We offer both client and advisor service and support from our investment professionals, including weekly market update e-mails. We conduct client portfolio reviews each quarter and our portfolio managers are often available to address client questions directly.

• You Add an Experienced Investment Manager to Your Team: We provide you support throughout the prospect-to-client process, designing customized client proposals, helping introduce our services in the client meeting and maintaining client correspondence on a regular basis.

We welcome the opportunity to elaborate more about the benefits to you and your clients of working with Centurion Counsel. Please contact Steve Foss at 800-878-8536 x 275 or by e-mail to learn more about the advantages our platform may provide your practice.

The Benefits of Trails


© 2006 Centurion Counsel, Inc.
1282 Pacific Oaks Place
Escondido, CA 92029
Phone: 760-471-8536 Fax: 760-471-0399
Email: info@centurioncounsel.com

 

 

<% rsAdvisors1.Close() Set rsAdvisors1 = Nothing %>