Centurion Asset Management
for Institutions and
High Net Worth Individuals

Centurion Asset Management is an independent firm, providing comprehensive asset management, financial planning and investment consulting services. We are committed to efficiently capitalizing on investment opportunities that benefit our clients.
Institutional Investor
Individual
I AM...

With over a half-century of combined industry experience, Centurion Asset Management provides comprehensive asset management, financial planning and investment consulting services to both institutions and individuals with a commitment to efficiently capitalize on investment opportunities and build enduring relationships. Although our partners have developed deep advisory relationships with clients who control over $16 billion in assets, we remain personal enough to provide them with thoughtful, respectful and responsive collaboration.

Independent.
Experienced.
Trusted.

Whether an individual or a family has the need for financial planning and insight regarding investments, Centurion Asset Management provides disciplined advice. Integrated financial planning and investment planning is the backbone of our advice-based wealth management services. We use competitive tools that consider every aspect of our clients’ financial requirements to deliver time-tested investment plans. Further, clients receive concise reports and statements that are thorough and easy to understand delivered electronically or by hard copy.

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Institutions

We provide efficient solutions for corporations, not-for-profit institutions, foundations, endowments and charities.

We analyze, adjust, and implement asset management strategies within the equity and fixed income markets. We provide portfolio alternatives across Pension, Defined Benefit, Defined Contribution, and Non-qualified plans while serving these institutions as a Portfolio Manager or Investment Consultant. Our experience in each type of engagement serves as a distinct advantage to our clients for delivering a smooth, consistent, and effective strategy.

services

Asset management, financial planning and investment consulting

  • Pension and Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  • Cash Management
  • Executive benefit plans / strategies
  • Foundations, endowments and charities

Independent.
Experienced.
Trusted.

Whether an individual or a family has the need for financial planning and insight regarding investments, Centurion Asset Management provides disciplined advice. Integrated financial planning and investment planning is the backbone of our advice-based wealth management services. We use competitive tools that consider every aspect of our clients’ financial requirements to deliver time-tested investment plans. Further, clients receive concise reports and statements that are thorough and easy to understand delivered electronically or by hard copy.

Let's Talk
Download Brochure

How We Build A Better Outcome

Gather
Evaluate
Analyze
Recommend

Gather data to fully understand your goals and objectives

During the initial stage, we gain an intimate understanding of the current position and circumstances of your greatest focus.
Once we collect the informative data such as the targeted investment return and goal assumptions, we ask the client to help us define their tolerance for risk, or potential liabilities to overcome. We then confirm the accuracy of absolutes and variables, and form projections by leveraging some of the industry’s best independent resources.

Evaluate Financial Goals and the Investment Policy Statement (IPS)

The IPS is the back bone of a well-performing asset management solution. For private clients and investment committees, we conduct a comprehensive review of assets, liabilities, goal assumptions, and funding requirements, and evaluate objectives throughout the IPS process. The creation and regular maintenance of an IPS is a critical element of a financial advisor’s duties and one of the cornerstone components of a well-structured investment and financial plan.

Analyze current assets for their safety and performance attributes

We will conduct an analysis of your current investments and assess the income and total return potential. Utilizing the industry’s best unbiased analytics, we will objectively evaluate your investments and determine whether current holdings are living up to expectations, or should alternatives be considered. This analytical process of testing multiple financial models should determine which investment structure will provide the client with a successful plan.

Recommend optimal financial strategy

After we have identified the best path, we must specify the best vehicle. This is where we combine our first two steps to tailor an optimal investment portfolio that has the greatest potential to maximize your returns and reduce your volatility. Further, based on market conditions, we select the best combination among three investment pools to diversify the capital – namely the Insured Market, the Credit Market, and the Equity Market. From this we seek to deliver positive risk-adjusted returns aligned with your financial goals and risk tolerances.

Independent.
Experienced.
Trusted.

Whether an individual or a family has the need for financial planning and insight regarding investments, Centurion Asset Management provides disciplined advice. Integrated financial planning and investment planning is the backbone of our advice-based wealth management services. We use competitive tools that consider every aspect of our clients’ financial requirements to deliver time-tested investment plans. Further, clients receive concise reports and statements that are thorough and easy to understand delivered electronically or by hard copy.

Let's Talk
Download Brochure
Centurion Group provides fiduciary advisory and consulting services to over 180 clients including publicly traded corporations, not-for-profit and governmental entities. Our clients collectively maintain over $16 billion in retirement plan assets.

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