Philosophy
There is no single approach to wealth management that will suit everyone. At Centerpoint Advisors, we work closely with our clients to determine which combination of risk and return fits their profile. We employ industry leading asset allocation, financial planning, and aggregated reporting technology to help investors understand their options and reach the balance that is just right for their needs. Above all, the value we place on long-term investment discipline keeps us focused on our sole objective: maximizing our clients’ risk-adjusted returns. Armed with the objective and independent information we provide, our clients are positioned to make sound financial decisions and realize their long-term goals. Whether you are a business owner, an executive, or and individual investor, Centerpoint Advisors can create a customized plan to meet your needs.
Research and due diligence on the portfolios is ongoing and consistent. Management is supervised by the firm Managing Principals and Directors with the assistance of J.D Wolfsberg, CFA, Associate Portfolio Manager.
MyCenter Client Portal: Aggregated Reporting and Document Storage Service
Centerpoint clients will always experience complete transparency and convenience, and may choose to use our aggregated reporting and document storage service, MyCenter. Through this portal, clients will be able to see the asset allocation of not only those accounts held through Centerpoint, but also those managed by other advisors, to provide a true portfolio snapshot for the individual or family. The portal also includes a secure document vault to safely store estate documents, insurance policies, and other important personal information. In addition, shareable access can be customized. For example, if a client wishes to share documents relative to tax filing, they are able to give their CPA access to these, and only these, documents if they wish. For more information about MyCenter, contact Compliance Analyst and Project Manager, Matthew Okaty J.D., CFP®.