Established in 1984, Centurion Counsel is a private investment advisor. The firm manages investments for more than 500 private clients, pension plans and trusts. It analyzes portfolio options to optimize asset allocations in bonds, stocks and the real estate sector. Centurion Counsel also reviews investment portfolios. The firm offers strategic asset allocation services that reduce portfolio risks by diversifying assets. It researches companies and anticipates market cycles. The firm uses a variety of software programs that contain historic market performance and correlation. It provides assistance with establishing investment objectives. In addition, the firm offers tax management services. Centurion Counsel provides quarterly performance reports and monthly security statements.
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Fax: 760-471-0399

TollFree: 800-752-7053

Category
Financial Planning Consultants
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