A complete list of active advisors currently associated with Centurion Counsel Inc

Warmer can help you find a great advisor at Centurion Counsel Inc or one who fits your needs even better.

Centurion Counsel, Inc. offers a Strategic Asset Allocation wrap fee program that provides discretionary portfolio management and asset-allocation services to individuals and institutional clients, including trusts, pension and profit-sharing plans. The brochure describes the program as a comprehensive, discretionary asset-allocation service implemented on behalf of qualified clients. The firm’s investment process is grounded in Modern Portfolio Theory and uses optimization software to analyze historical performance and correlations when designing individualized portfolios; Centurion reports managing about $57.4 million on a discretionary basis. Client accounts are custodied at Charles Schwab, the firm conducts quarterly reviews of allocations and performance, and it sets out formal proxy voting procedures in the brochure. What the brochure highlights as distinctive is that Centurion both sponsors and acts as the sole portfolio manager for its wrap fee program, a central operating structure for the firm, and it discloses solicitor referral arrangements under which a portion of advisory fees is paid to referring solicitors. The brochure also documents recent material changes in management (identifying Jack K. Heilbron as sole principal and Chief Compliance Officer) and discloses principals’ outside roles with a REIT and related entities, matters the firm addresses in its code of ethics and conflicts disclosures.

To learn more about the advisors currently working at Centurion Counsel Inc, 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.