Centurion Counsel is proud to provide service to both individual and institutional clients and trusts. Account objectives may include retirement, education funding, investment growth, investment income, or any other future or immediate financial goal. Each objective is tempered by the client’s risk tolerance.
Our customized account schema normally includes:
- A comprehensive review of existing investment portfolio(s).
- An analysis of portfolio modifications to optimize asset allocations that may improve investment performance.
- The development of a customized portfolio strategy tailored to the goals and comfort of the client.
- Ongoing regular portfolio management, adapting portfolio holdings according to market changes and/or client needs.
- Regular quarterly reporting on portfolio holdings and performance.