San Diego, CA Office
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Centurion Counsel Inc
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About
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.
Based on Centurion Counsel Inc
Location
4995 Murphy Canyon Road, Suite 300
San Diego CA 92123
Advisors at this office
2
Advisors at this office
Jack H
Series 63, Series 65
San Diego, CA
Centurion Counsel Inc
Jack Heilbron is a financial advisor at Centurion Counsel Inc in San Diego, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been associated with Centurion Counsel Inc since 1984 and is also President of Puppy Toes, Inc., a holding company unrelated to investment activities. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients, managing approximately $58.5 million across 143 accounts. The firm employs Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives and manages accounts on a discretionary basis.
Mary L
Series 63
San Diego, CA
Centurion Counsel Inc
Mary Limoges is a financial advisor with Centurion Counsel Inc in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at Osaic Wealth, Inc. for 23 years before joining Centurion Counsel. Outside of her advisory role, she serves as Secretary of Puppy Toes, Inc., a non-investment-related corporation. Centurion Counsel offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients. The firm manages approximately $58.5 million across about 143 accounts, using Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives.
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