<%@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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The Centurion-Advisor Relationship

Centurion Counsel compliments your practice by providing an investment management solution for you and your clients. We focus exclusively on the investment management of your clients’ portfolio assets, allowing you to focus on other areas of your practice while representing your client’s interests under our platform. Working together, our objective is to help you attract, develop and maintain long-term relationships that will reward you and your client.

A brief outline of the Centurion-Advisor relationship is as follows:

Checkmark Centurion professionals will review the clients existing portfolio to determine its expected returns as well as the potential level of downside risk.

Checkmark We 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.

Checkmark Centurion will actively participate in the sales process, reviewing the proposal with you and the client on the phone or in person when possible.

Checkmark Centurion actively manages the client’s investment assets based on the clients proposed portfolio selection with Centurion professionals available to address client and advisor questions directly.

Checkmark Clients and advisors receive Centurion market commentary including our weekly market review e-mail and quarterly market and economic summaries. Each quarter, Centurion sends out a consolidated statement of all the client’s assets and can schedule a portfolio review with your clients to review their portfolio specifically.

Checkmark You 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.

We look forward to the opportunity to work with you and your clients. Contact Us to have Centurion design a customized proposal for your client or call Steve Foss at 800-878-8536 x 215 for further information.

Advisor Advantages


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

 

 

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