A complete list of active advisors currently associated with Century Investments

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

Century Investments primarily manages pooled investment vehicles and institutional assets while also offering non-discretionary asset management and financial planning and consulting services. Its service set includes portfolio construction, security selection, ongoing monitoring, and implementation of strategies such as covered-call option overlays when appropriate, with client approval required before trades are executed. The firm’s investment approach combines fundamental, technical (charting) and cyclical analysis to tailor strategies to each client’s stated objectives and risk tolerance. Engagements may include long- and short-term positions, limited margin use and options strategies, and financial planning work is billed on an hourly basis rather than solely through AUM-based fees. Distinctive features noted in the firm’s brochure include that a firm principal is a licensed insurance agent and dedicates a portion of time to that activity, a relationship the firm discloses as a potential conflict of interest. The firm also participates in an institutional custodian program that provides research and operational benefits, and it is a small, newly registered advisory that may differ from larger peers in scale and service delivery.

To learn more about the advisors currently working at Century Investments, 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.