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Your partner in managing your money

Sleep at night knowing your hard-earned savings are professionally managed by our experienced team. Delivered to you in our beautifully designed app.

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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.
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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

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)

A competitor portfolio of only stocks and bonds

A cookie-cutter 60/40 portfolio of stocks and bonds.

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
Schedule a call with a team member

Experience = Judgment

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

Meet Our Team

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.

Learn More About Us

Centerfin Collective Weekly

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

Mar 24, 2023

Banking crisis spills to Europe, Bond market expects rate cuts, Russia and China flex, Crypto crackdown continues

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Mar 17, 2023

Bitcoin gets jiggy, High-yield defaults rise, Inflation & expectations cool

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Mar 10, 2023

Fed claims its first casualty, Does this mean they are done? Latest crypto fallout

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Mar 3, 2023

Hot inflation abroad, Consumer stretched, Vanguard bucks ESG trend

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View All Articles

“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

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

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