Portfolio Management
At Centara Portfolio Management, our success lies in the success of our clients. We focus as much on protecting and preserving client assets as we do growing them. As independent fee-based advisors, our incentive is to continually produce results that meet or exceed client expectations.
Our investment philosophy centers around a disciplined approach based on proper diversification to reduce overall portfolio risk. The goal of Centara Portfolio Management is to outperform market benchmarks by utilizing an investment process which entails proper asset allocation and stringent security selection. We also focus on long-term wealth creation and preservation rather than short-term trading and speculation.
Our investment team works closely with each Relationship Manager to determine clients’ goals, objectives and risk tolerance. Once an investment approach has been selected, our investment team begins the Account Management Process.
Charles Schwab & Co., Inc. (Institutional) is the custodian for our clients’ assets, chosen because of their strength, dependability and broad selection of institutional, no-load or load-waived mutual funds. Schwab gives us the ability to recommend investments from among 14,000 funds in 45 different categories. Mutual fund investments involve fluctuating returns and values so that an investor’s shares, when redeemed, may both be worth more or less than their original cost. For more information, including fees and expenses on any fund, ask your Centara advisor for a prospectus. Read the prospectus carefully before investing or sending money.
For complete disclosure about Centara’s investment advisory services, please read our Form ADV II.