A complete list of active advisors currently associated with Century Management Financial Advisors

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

Century Management Financial Advisors provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan advisory (including 401(k) services) and business succession/exit planning to individuals, trusts, estates, charitable organizations and retirement plans. The firm also serves as a sub‑advisor to unaffiliated advisers and acts as the investment adviser to the CM Advisors Family of Funds. Investment implementation is organized around five risk‑based strategies (Aggressive through Conservative) and three methods (mutual funds/ETFs, individual stocks and bonds, or any type), with portfolio construction driven by in‑house fundamental research supplemented by third‑party data sources such as Morningstar Direct, Bloomberg and S&P. Portfolios are typically managed on a discretionary basis, the firm may hold extended cash positions when it judges markets overvalued, and it uses options (including stock‑index options) as part of hedging and investment strategies. What is noteworthy relative to many peers is that Century Management both manages a mutual fund (the CM Advisors Fixed Income Fund, and that fund’s assets are included in the firm’s reported AUM) and states it will negotiate performance‑based fee arrangements with qualified clients. The brochure also documents practices that are less common among peers: a formal promoter/referral program with required disclosures, and client education services for retirement plan participants (group and individual sessions), together with written conflict‑of‑interest disclosures and trading/soft dollar procedures.

To learn more about the advisors currently working at Century Management Financial Advisors, 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.