• 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
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
The Benefits of Trails