Powered by Betterment
New to investing? Short on time? Prefer to do it yourself?
Centered Financial's Startup Portfolios are a perfect way to start investing now.
$0 minimum and an easy, automated process to build a diversified investment portfolio designed to help your reach your financial goals.
Getting started is simple. Click here to answer a few questions about your goals.
ASSET ALLOCATION BASED ON A PLAN
We do not use a one size fits all approach. It is essential for us to work as a team when designing your financial plan so that we are able to define what you need your money to do for you. With your plan as a road-map, we will discuss your goals, values, and ability to take on risk to match you with the right portfolio.
FOCUS ON COST AND EFFICIENCY
Portfolio construction is a key value that we provide to help you reach your goals. Many people are simply unaware of the money that is lost to expensive investment strategies, taxes, and inefficient management. We strive to provide a low-cost, efficient solution to all of our investors.
TAKING AN EDUCATED APPROACH AND MANAGING BEHAVIOR
We rely on research, data, historical evidence, and common sense when choosing investments. However, once invested, a major factor that historically affects performance is investor behavior. We work to educate our investors on their portfolios, define risks, discuss market and environmental factors, and coach behavior to follow through on the investment plan.