A complete list of active advisors currently associated with Century Funds Management Inc
Warmer can help you find a great advisor at Century Funds Management Inc or one who fits your needs even better.
Century Funds Management, Inc. provides discretionary investment management focused on diversified equity and balanced account strategies for individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, charitable institutions, foundations, endowments, and corporations. The firm manages portfolios on an individual basis under written client guidelines and uses asset‑based billing consistent with many supported firms, and it does not provide financial planning or charge performance‑based fees. Investment decisions emphasize fundamental analysis of company growth, financials, and dividend prospects, with the brochure noting that artificial intelligence may be used in that analysis while eschewing technical analysis and formal mathematical models. Portfolios are managed with initial interviews to set restrictions, discretionary implementation consistent with those guidelines, quarterly reporting, and at least annual in‑person reviews to reassess objectives and constraints. Distinctive features include a small, concentrated client roster and modest total assets under management relative to many peers, and leadership with advanced academic and professional credentials (including a doctoral degree and CFA designation) and prior academic and institutional experience. The firm also discloses a prior regulatory matter from 2004 that was resolved by consent, and it describes operational policies such as avoiding soft‑dollar arrangements, not voting client proxies, and limiting outside industry affiliations.
To learn more about the advisors currently working at Century Funds Management 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.
You can also browse Century Funds Management Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Centerville, UT
| 22
| |
Kaysville, UT
| 6
|
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