Why We're Different
Objective Portfolio Research
We're a small boutique Wealth Management firm with a defined investment philosophy.
We offer our services to a select group of successful individuals and families who want to better understand their investment choices, and be "better understood" in relation to their financial goals and dreams.
Our "second opinion service" fully researches our client's current portfolio, inside and out. Areas such as true costs, taxes, and performance are examined from all angles, and most importantly, we determine if they are a good fit.
Our recommendations are unique to each client and absolutely cannot be found in local commission based investment representatives or do-it-yourself brokerage firms online. Our Structured Investment Philosophy, as described below, is truly an "Anti-Wall Street" solution.
We have a strategic network of partners who assist in a true third-party review of your portfolio, both non-retirement investments and retirement assets such as:
o 401(K)
o Simple IRAs
o SEP-IRAs
The goal of our investment critique is to uncover the true costs of current investments, or stock position overlap or duplication and to highlight and strive to reduce excessive risks that client's may be unaware of.
We then come back with recommendations that strive to do many of the following:
o Reduce standard deviation or volatility
o Reduce taxation due to constant buying and selling*
o Lower investment hold time frames
o Improve the investment experience
Get Started
Schedule a free Discovery Session to learn more about our portfolio critique process. Visit our contact page or call 308.398.1174.
Structured Investing in an Unstructured World
Centrepoint uses a Stuctured Investing Philosophy based on:
o 80+ years of financial market data
o Nobel Prize-winning economic research
o In-depth studies of investor psychology and behavior
We deliver institutional level investment advisor services based on financial, economic and academic theory.
The five key concepts of Structured Investing:
1. Accept Market Efficiency
2. Take 3 risks worth taking
3. Effectively diversify
4. Customize your portfolio
5. Exercise patience and discipline
Nobel laureates and renowned professors in portfolio & economic theory from the likes of Harvard, Stanford, University of Chicago and Wharton sit on the board of Dimensional Fund Advisors.
DFA, one of the largest and fastest growing asset management firms, assists in the management of their portfolios on a daily basis.
Perhaps that's why access to Structured Advising is limited to fee-based financial advisors and institutional money managers .
We believe the investment portfolio of the future is well-balanced, risk managed, broadly diversified, low-cost, highly tax-efficient, and generally mirrors the same structure and strategies that the world's largest pension plans use.
For clients with $100,000 or more to invest, you can have your investments managed in a similar fashion to that of large institutions and endowments.
Get Started
Call 308.398.1174 to schedule a free Discovery Session.
*
National Planning Corporation and it's representatives do not provide tax or legal advice these services are offered in conjunction with a qualified tax or legal professional.
National Planning Corporation and Centrepoint Wealth Management are neither affiliated nor endorsed by Loring Ward.
National Planning Corporation does not endorse or specifically recommend the investments or investment philosophies of Loring Ward.
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