Nextgen Advisory
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.
We are a team of wealth and investment specialists…
Developed in 2001 by Centerpoint Advisors, the Intelligent Index Portfolio is a dynamic asset allocation program that utilizes highly liquid Exchange-Traded Fund (ETF) shares of the S&P 1500. Intelligent Index provides broad representation among all major capitalizations while applying rules-based discipline for portfolio weighting between growth and value styles. The Intelligent Index Strategy will provide.
Developed in 2001 by Centerpoint Advisors, the Intelligent Index Portfolio is a dynamic asset allocation program that utilizes highly liquid Exchange-Traded Fund (ETF) shares of the S&P 1500. Intelligent Index provides broad representation among all major capitalizations while applying rules-based discipline for portfolio weighting between growth and value styles. The Intelligent Index Strategy will provided.
Developed in 2001 by Centerpoint Advisors, the Intelligent Index Portfolio is a dynamic asset allocation program that utilizes highly liquid Exchange-Traded Fund (ETF) shares of the S&P 1500. Intelligent Index provides broad representation among all major capitalizations while applying rules-based discipline for portfolio weighting between growth and value styles. The Intelligent Index Strategy will provide.