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Who We Are

Established in 1984, Centurion Counsel is a prudent money manager that focuses exclusively on the investment management of its clients portfolios. Our dedicated team works with each client independently so that we focus on the unique needs of your account and customize an investment portfolio that will fit to your risk tolerance. Our goal is provide investment management services that allow your portfolio to have the greatest amount of return with the least amount of risk.

San Diego, CA

Based in San Diego County, CA, our organization manages investments for over 500 private clients, pension plans, and trusts. Centurion is registered under the Investment Advisors Act of 1940 and has operated as an investment adviser since its organization. The firm's founder, Jack Heilbron, won a Lipper-award for outstanding portfolio management in 2000*, the year of the major stock market collapse. Mr. Heilbron remains Chairman and Chief Investment Officer of the company.

* Past performance is no guarantee of future results

 

What We Do