A complete list of active advisors currently associated with Centerfin Capital

Warmer can help you find a great advisor at Centerfin Capital or one who fits your needs even better.

Centerfin Capital provides discretionary, model-based portfolio management primarily for individual investors, families, trusts, retirement accounts, and other registered investment advisers through an online platform. The firm offers its services via a wrap fee program for which it serves as both sponsor and portfolio manager, with client onboarding driven by a web-based risk questionnaire and a phone consultation. Centerfin’s investment process combines strategic asset allocation with tactical positioning and active, model-based rebalancing across equities, fixed income, commodities, and alternative strategies (including systematic global macro and CTA exposures). Portfolios are implemented mainly with ETFs and mutual funds and are managed through an integrated institutional custody and execution platform that uses account-level trading windows. What is distinctive about the firm is that, despite modest assets under management and a small client base, it operates its own wrap-fee program and leverages institutional custody infrastructure — a configuration that is uncommon among similarly supported advisers. The brochure also discloses potential conflicts (e.g., firm principals’ compensation tied to wrap revenues and a client with a minority passive ownership interest) and documents policies intended to mitigate those conflicts and ensure fair treatment.

To learn more about the advisors currently working at Centerfin Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.