Investment Management
Investment Management
Centara Capital Management Group, Inc., offers our advisors access to comprehensive wealth management solutions. Our full suite of products and services gives you the tools you need to effectively manage a client’s investments and other financial concerns. Products and services we provide include:
Securities and Advisors
- Managed Accounts
- Mutual Funds
- Stocks
- Bonds
- ETFs
- REITs
- Alternative Investments
Insurance Products
- Life Insurance
- Variable Annuities
- Fixed Annuities
- Equity Indexed Annuities
Tax Services
- Individual Returns
- Estate Tax Planning
- Gift Tax Planning
- Corporate Returns
Legal Services (Provided by Centara Legal Group, APC)
- Living Trusts
- Wills
- Charitable Trusts
- TrustGuard(SM)