Trusted, Sophisticated
Wealth Management

Sleep at night knowing your hard-earned savings are being managed by our experienced team. Delivered to you in our beautifully designed app for 0.50% all-in annual wrap fee.

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Young family

Part Human

Part Technology

All About You

We combine human experience and technology to provide access to a customized, high quality, fairly priced, and transparent solution.

We manage your portfolio so that you don't need to worry about it.

Investment Approach

We utilize a mix of passive, active, and alternative strategies to deliver a long term oriented institutional solution - just like endowments and family offices.

Centerfin

Sample of a Centerfin portfolio with Stocks, bonds, alternatives, and commodities
An actively managed customized portfolio of stocks, bonds, commodities and alternatives.
This is a sample portfolio.  Each portfolio is managed to the client’s risk profile.

Everyone Else

(Robo-advisors, 401k, IRAs, and your Financial Advisor)

A competitor portfolio of only stocks and bonds
A cookie-cutter 60/40 portfolio of stocks and bonds.
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Our Company Values
Integrity
Balance
Simplicity
Excellence

Our mission is to shift the balance of power from Wall St. to Main St. We firmly believe that we succeed if we do the right thing for our clients.

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Centerfin Collective Weekly

Our goal is to cut through the noise and highlight what we think are important issues that warrant attention.

Dec 2, 2022

The market wants you to lose your job, pandemic savings drawn, weakness in enterprise software

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Nov 25, 2022

Supply chain risks, yield curve inversion, update on crypto

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Nov 18, 2022

Crypto fallout continues, UK inflation and budget

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Nov 11, 2022

The stunning downfall of FTX, Inflation cooling, Russian retreat

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For too long Wall Street has preyed on our emotional relationship with money. If you have ever been confused about how to invest your savings, it is because you have been conditioned to feel that way for decades.”

Kyrill Asatur

CEO of Centerfin

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