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Services for Private Clients and Institutions

“World Class. Local Touch.” is not only about our advisory practice, but it is how we feel about our clients. Each engagement is a one-to-one advisory relationship rooted in respect for our clients’ time, their aspirations, and our mutual commitment to achieving their goals.

Institutions
Private Clients

Our unbiased and transparent guidance well positions clients with strategic planning, financial market insight, and talented registered investment advisory experience. Through the depth of resources of a Fortune 250 company (Marsh & McLennan Companies), and with lead advisor experience averaging 25 years, the conversations and ongoing guidance we provide can lead to success, however our clients define it.

Independent.
Experienced.
Trusted.

Whether an individual or a family has the need for financial planning and insight regarding investments, Centurion Asset Management provides disciplined advice. Integrated financial planning and investment planning is the backbone of our advice-based wealth management services. We use competitive tools that consider every aspect of our clients’ financial requirements to deliver time-tested investment plans. Clients receive concise reports and statements that are thorough and easy to understand.

Our unbiased and transparent guidance well positions clients with strategic planning, financial market insight, and talented registered investment advisory experience. Through the depth of resources of a Fortune 250 company (Marsh & McLennan Companies), and with lead advisor experience averaging 25 years, the conversations and ongoing guidance we provide can lead to success, however our clients define it.

Institutions

We provide efficient solutions for corporations, not-for-profit institutions, foundations, endowments and charities.

We analyze, adjust, and implement asset management strategies within the equity and fixed income markets. We provide portfolio alternatives across Pension, Defined Benefit, Defined Contribution, and Non-qualified plans while serving these institutions as a Portfolio Manager or Investment Consultant. Our experience in each type of engagement serves as a distinct advantage to our clients for delivering a smooth, consistent, and effective strategy.

services

Asset management, financial planning and investment consulting

  • Pension and Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  • Cash Management
  • Executive benefit plans / strategies
  • Foundations, endowments and charities

Independent.
Experienced.
Trusted.

Whether an individual or a family has the need for financial planning and insight regarding investments, Centurion Asset Management provides disciplined advice. Integrated financial planning and investment planning is the backbone of our advice-based wealth management services. We use competitive tools that consider every aspect of our clients’ financial requirements to deliver time-tested investment plans. Clients receive concise reports and statements that are thorough and easy to understand.

Let's Talk
Download Brochure
Customer Relationship Summary

Our unbiased and transparent guidance well positions clients with strategic planning, financial market insight, and talented registered investment advisory experience. Through the depth of resources of a Fortune 250 company (Marsh & McLennan Companies), and with lead advisor experience averaging 25 years, the conversations and ongoing guidance we provide can lead to success, however our clients define it.

Gather
Evaluate
Analyze
Recommend

Gather data to fully understand your goals and objectives

During the initial stage, we gain an intimate understanding of the current position and circumstances of your greatest focus.
Once we collect the informative data such as the targeted investment return and goal assumptions, we ask the client to help us define their tolerance for risk, or potential liabilities to overcome. We then confirm the accuracy of absolutes and variables, and form projections by leveraging some of the industry’s best independent resources.

Evaluate Financial Goals and the Investment Policy Statement (IPS)

The IPS is the back bone of a well-performing asset management solution. For private clients and investment committees, we conduct a comprehensive review of assets, liabilities, goal assumptions, and funding requirements, and evaluate objectives throughout the IPS process. The creation and regular maintenance of an IPS is a critical element of a financial advisor’s duties and one of the cornerstone components of a well-structured investment and financial plan.

Analyze current assets for their safety and performance attributes

We will conduct an analysis of your current investments and assess the income and total return potential. Utilizing the industry’s best unbiased analytics, we will objectively evaluate your investments and determine whether current holdings are living up to expectations, or should alternatives be considered. This analytical process of testing multiple financial models should determine which investment structure will provide the client with a successful plan.

Recommend optimal financial strategy

After we have identified the best path, we must specify the best vehicle. This is where we combine our first two steps to tailor an optimal investment portfolio that has the greatest potential to maximize your returns and reduce your volatility. Further, based on market conditions, we select the best combination among three investment pools to diversify the capital – namely the Insured Market, the Credit Market, and the Equity Market. From this we seek to deliver positive risk-adjusted returns aligned with your financial goals and risk tolerances.

Continuous Evaluation and Measurement

Executive Financial Planning

A company’s most valuable asset outside of their client is their employee. Employers are now realizing the benefit of offering Executive Financial Planning services to ensure the solvency, and efficiency, of these valuable employees.

Our executive financial planning service is designed to help executives:

  • Develop and evaluate personal aspirations.
  • Precisely evaluate progress.
  • Save time and money.
  • Implement strategies.
  • Achieve clearly defined goals.
  • Achieve flawless execution.

Independent.
Experienced.
Trusted.

Whether an individual or a family has the need for financial planning and insight regarding investments, Centurion Asset Management provides disciplined advice. Integrated financial planning and investment planning is the backbone of our advice-based wealth management services. We use competitive tools that consider every aspect of our clients’ financial requirements to deliver time-tested investment plans. Clients receive concise reports and statements that are thorough and easy to understand.

Let's Talk
Download Brochure
Customer Relationship Summary
Centurion Group provides fiduciary advisory and consulting services to over 180 clients including publicly traded corporations, not-for-profit and governmental entities. Our clients collectively maintain over $16 billion in retirement plan assets.

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