professionals will review the clients existing portfolio
to determine its expected returns
as well as the potential level of downside risk.
will design a client-friendly proposal showing these
results as well as three different portfolio
options that may provide better results for the client’s
needs. By determining the precise selection of asset
classes that may help optimize the client’s
portfolio, Centurion attempts to improve your clients’ returns
while decreasing their investment risk.
will actively participate in the sales process,
reviewing the proposal with you and the
client on the phone or in person when possible.
actively manages the client’s
investment assets based on the clients proposed
with Centurion professionals available to address
client and advisor questions directly.
and advisors receive Centurion market commentary
our weekly market review e-mail
market and economic summaries. Each quarter,
Centurion sends out a consolidated statement of all
assets and can schedule a portfolio review with
your clients to review their portfolio specifically.
monitor our performance and level of service on
behalf of the client and continue to participate
in our management fee for as long as Centurion
Counsel is engaged as the investment manager.