For Individuals

Professionally managed multi-asset portfolios

designed with the approach of endowments and institutions.

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Endowment Investment Approach

Solutions tailored to you

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

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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)

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

Our Offerings

Tailored Solutions

We craft customized solutions that align perfectly with your objectives by assessing your risk tolerance, investment horizon, and aspirations.

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Cash Management Accounts

Tired of not getting paid interest on your cash at a bank? Open a cash management account and take advantage of today’s interest rate environment.

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Private Investments

Our network opens up unique opportunities not available elsewhere.

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Frequently Asked Questions

What does Centerfin do?

Centerfin provides access to three products:

  1. Comprehensive money management solution tailored to your risk profile
  2. A high-yield cash management alternative
  3. Access to proprietary private investment opportunities (for qualified individuals)

What type of accounts can I open with Centerfin?

Centerfin can currently manage individual (or joint) investment accounts, IRAs, Roth IRAs, and Rollover 401ks.

Where is my account held?

Except for private investments, your accounts are held at Goldman Sachs through their Goldman Sach Advisor Solutions offering.

What is the cost?

Our comprehensive money management solution charges a 0.50% all-in-wrap fee. Private investments are offered on a case-by-case basis.

How is this different than a robo-advisor?

Robo-advisors generally offer auto-managed versions of 60/40 portfolios. Centerfin portfolios are managed similarly to endowments and other institutions, with access to alternative assets and investment strategies. Centerfin portfolios are also actively managed.

Upgrade Your Portfolio

Request access to open or rollover a retirement account or start a Centerfin managed cash account.

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