Your partner in managing your money

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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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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Use the app to track investments and performance

Open an account and initiate transfer in less than 3 minutes
We create a portfolio for you based on your risk preferences
We actively manage your portfolio
We communicate when and why we make changes
We send comprehensive quarterly reports
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Experience = Judgement

Each of our founding team members has decades of experience in their respective fields

Meet Our Team

Centerfin Collective Weekly

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

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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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Thank you for your interest in Centerfin. One of our team members will reach out to you shortly.
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