Individualized Service to Meet Your Needs
Clients who desire to invest to build and preserve wealth will appreciate Centier's Investment Management Services. Listening carefully to your needs, we will develop an investment portfolio that is designed to achieve your investment goals.
When it comes to asset management, there are a few key issues to consider: protecting what you have, growing your assets, and careful planning for your long-term goals. Centier can help you with all of these issues by focusing on your specific needs to create an individual investment plan.
A quick internet search will yield page after page of books offering generalized advice on how to invest at different stages of your life, but investors with considerable assets are rarely comfortable using these ready-made, universal formulas. The right investment strategy is one that is developed based on your personal situation – there is no “one-size-fits-all” strategy that is successful.
Centier’s Wealth Management Department has been actively managing investment accounts for more than 50 years. We make our investment recommendations based on value, quality, and potential for long-term appreciation – we don’t chase market trends or attempt marketing timing. Our investment choices include stocks, bonds, mutual funds, fixed-income investments, and alternative investment classes including: real estate investments, long-short funds, commodities, and specialty funds.
Our team of experienced investment managers understands that each client has a different set of investment goals and objectives, and they take the time to understand your individual needs. We can help you manage your assets, grow your retirement funds, mitigate your taxes, maintain liquidity, and plan for your future estate needs.
At Centier, you will receive:
- Expert due diligence performed on your investments
- Coordination between your other financial advisors (i.e. CPAs, attorneys)
- Access to expert portfolio management
- Information on markets
- Proven asset allocation models
- Consolidated tax information
- Access to a network of financial experts
Centier clients can count on their investment manager being objective. Unlike “transaction-based” investment consultants or financial planners, we charge a simple annual fee, pro-rated monthly, based on the market value of each client’s account. For that reason, our investment managers have no financial stake in any particular investments and don’t benefit from excessive trading; they can be counted on for objective guidance.
Our Wealth Management Department also offers Centier clients a full range of professional services, including estate planning, tax planning, retirement planning, and trust services. Our services include, but are not limited to, living trusts, trusts under will, charitable trusts, special needs trusts, guardianships, IRAs, estates, investment management accounts, and more.
We want you to feel comfortable with your choice of Centier Bank for your investment management, and the best way to accomplish that is for you to meet with one of our investment managers one-on-one, free of charge and without obligation. We look forward to meeting with you to answer your questions and discuss your personal investment goals.
Check out this brochure for information on Trust and Investment Services for you and your family.
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Call - (219) 755-6110
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