Dubois, PA Office
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City Center Advisors, LLC
Team
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About
The firm provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals — including high-net-worth clients — and to businesses and qualified retirement plans. It also offers a unified managed account program that can incorporate model portfolios, third‑party managers, and sub‑advisors as part of ongoing portfolio oversight.
Investment decisions are guided by Modern Portfolio Theory and typically implemented on a discretionary basis, with the firm retaining authority to hire and replace sub‑advisors or overlay managers. Portfolios may include active strategies such as options and other derivative instruments in separately managed accounts, and the firm discloses the additional risks and monitoring associated with those instruments.
Compared with many peers, the firm regularly holds public educational seminars and workshops at no charge and provides ERISA 3(38) fiduciary services for retirement plans, which expands its workplace‑plan offerings. The owners and several principals also operate an affiliated insurance agency and devote substantial time to insurance activities; the brochure discloses those relationships and the firm’s procedures to address the resulting conflicts of interest.
Based on City Center Advisors, LLC
Location
Dubois PA
Advisors at this office
1
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