Centara Capital Management Group, Inc. will not be liable to you or anyone else for any loss or injury resulting directly or indirectly from the use of this site, caused in whole or part by its negligence or compiling, interpreting, reporting or delivering this site and any content through this site. In no event will Centara Capital Management Group, Inc., or any of its officers, agents or licensors be liable to you or anyone else for any decision made or action taken by you in reliance on such content.
Centara Capital Management Group, Inc. is not a bank, credit union or savings and loan. The securities offered and/or discussed are not federally insured against loss of value. They are not deposits guaranteed by any financial institution and involve risks including loss of principal, and may fluctuate in value.
The use of this website shall not create a client-advisor relationship.
This website is for general information and educational purposes only, and must not be considered investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.
Not complete description of services
This site does not constitute a complete description of our services. See our complete SEC required disclosure statements (ADV Part I and ADV Part II).
The information contained in this website is not a solicitation to sell securities or investment advisory services where such an offer would not be legal.
Neither the information nor any opinion expressed in the Site constitutes an offer to buy or sell any securities or financial instruments or provide any investment advice or service.
The information in the Site is descriptive of our philosophy. But, the services, securities and financial instruments described may not be available to or suitable for you. Not all strategies are appropriate at all times.
Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. Investing involves substantial risk. Shares fluctuate in value and may be worth more or less than present value in the future. It is highly unlikely that the past will repeat itself. Selecting an advisor, fund, or strategy based solely on past returns is a poor investment strategy.
Sources of Information and Accuracy
We provide investment information that we believe to be useful and accurate. However, there cannot be any guarantees. There are many different interpretations of investment statistics and many different ideas about how to best use them. None of these offer guarantees.
The contents of this website are provided for informational and educational purposes only. All information is provided “as is”, without any representations or warranties of any kind. Centara Capital Management Group, Inc. expressly disclaims all express and implied warranties including those with respect to accuracy, completeness, timeliness or fitness for a particular purpose. We assume no responsibility for any losses, whether direct, indirect, special or consequential, which arise out of the use of this website. Unless otherwise expressly indicated, all financial information is unaudited and there is no representation that financial information has been prepared in accordance with generally accepted accounting principles.
Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.
Index or asset class returns, if shown, are historical and may not include the change in share price, reinvestment of dividends, and capital gains. Indexes are unmanaged and do not reflect the impact of transaction costs. Transaction costs would have reduced the total returns.
Returns quoted for mutual funds, exchange traded funds or other securities are prior to our management fee and any transaction fees from the custodian. These fees would have reduced performance.
No representation is made that any illustration reflects the actual performance of any investor. For a variety of reasons, including taxes, fees, transaction costs, irregular cash flows, and/or short holding periods, individual performance may vary substantially.
Some links on our Web site will let you leave our Web site. We provide these links to additional information by third parties that we believe to be useful and accurate. We are providing these links to you only as a convenience, and the inclusion of any link does not imply our endorsement of the site. The linked sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Links to such websites or references to products, services or publications should not be construed as an approval of such sites, products, services or publications.
Linked sites may contain rules and regulations, privacy provisions, confidentiality provisions, transmission of personal data provisions, and other provisions that differ from the provisions of this web site.
This site is designed for US residents (Non US residents are subject to country specific restrictions).
The content available through this Site is the property of Centara Capital Management Group, Inc. and is protected by copyright and other intellectual property laws. You may not post any content from this Site to newsgroups, mail lists or electronic bulletin boards, without the prior written consent of Centara Capital Management Group, Inc.
This information may not be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose.
Below is our disclosure form also know as the ADV, as required by the Securities and Exchange Commission. This report includes our qualifications, methods, fees, and other vital business information. You should always request an ADV Part 2A and 2B whenever you are considering employing an investment advisor. Read it thoroughly, and ask questions if you have any. If you have any problems downloading and/or printing the form, just call and we will mail you one.
Note: You will need Adobe Acrobat 6.0 or higher to read the forms. If you do not have Adobe Acrobat you can download a free copy of Adobe Acrobat Viewer here.
Best Execution Practices
Centara Capital Management Group, Inc. provides global asset allocation for its clients through the use of mutual funds, individual equities and exchange traded funds. As part of our fiduciary obligation, we have negotiated below retail transaction fees with our client account custodian. Aside from obtaining the best possible transaction costs, best execution has little relevance in the world of mutual funds where all transactions are made at close of business net asset value for both purchases and sales. Price improvement, liquidity, and timing are simply not factors with mutual fund purchases.
We also trade individual securities, while the majority of our investments are mutual funds and exchange traded funds. In the case that we purchase or sell an individual security, we rely on the trading desk of the custodian. Our client custodian is required by SEC regulations to publish their procedures for guaranteeing best execution.
You can check up on our company’s good standing and compliance record by contacting the following: