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STARTUP PORTFOLIOS

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New to investing? Short on time? Prefer to do it yourself?

Centered Financial's Startup Portfolios are a perfect way to start investing now.

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$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.

Analysing the Numbers
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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.

Analysing the Data
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How It Works

OUR PORTFOLIOS

CENTERED CORE PORTFOLIOS

Risk-based models focused on strategic asset allocation and global diversification.  These portfolios utilize primarily exchange-traded funds and low cost mutual funds. We use index and factor strategies to target specific asset classes or sectors.

CENTERED CORE AND INDIVIDUAL STOCK PORTFOLIOS

These portfolios utilize our core portfolio approach and add a satellite portfolio of individual stocks.  Individual securities can provide targeted exposure to certain companies in order to provide opportunities for long-term appreciation, income growth, transparency, and control.

CENTERED COLLECTIVELY CONSCIOUS PORTFOLIOS

These portfolios utilize our core portfolio approach with an added focus on global sustainability.  We utilize fund managers and factors that implement screens to investment selection in order to target investments that consider current environmental science and definitions of sustainability.

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