Centurion Wealth Advisors Process

  • Core belief- everybody or entity is unique
  • Strategic decision making off macroeconomic Analysis
  • Goal driven- what are we trying to accomplish

Investment Process and Implementation

  • Get to know client(s)
  • Analyze current situation
  • Review goals
  • Complete invest policy profile
  • Financial planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • Spell out investment objectives
  • Articulation of needs and constraints(family, job, debt, etc.)
  • Analysis of risk tolerance
  • Tax considerations of assets & structures
  • Macroeconomic Research (proprietary)
  • Strategic Allocation based on Asset Allocation Modeling
  • Tactical Asset Allocation -Based on Macroeconomic Research
  • Identify appropriate asset classes then Select

Monitoring the three R's

Has anything changed, how are we doing in relation to our goals.

Provide accurate information with Statements and Account View that can be incorporated with aggregate analysis.

Bringing your portfolio in line with our long term strategy, along with capital gain and loss tax harvesting.