Portfolio Strategies

Portfolio Strategies

 Individual Equity Separate Accounts ($200K minimum)

  1. Centurion Legacy GARP

    The objective of the Centurion Legacy GARP Portfolio is growth of capital.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of global companies that have improving fundamentals (based on growth criteria) and whose stock is reasonably valued or undervalued by the market (based on value criteria).  At least 80% of the portfolio is invested in common stocks of global companies with market capitalizations of $5 billion or above.  This portfolio is appropriate for investors with a time horizon of ten years or greater.  Risk level is considered to be aggressive. 
  2. Centurion Large-Cap GARP

    The objective of the Centurion Large-Cap GARP Portfolio is growth of capital.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of U.S based companies that have improving fundamentals (based on growth criteria) and whose stock is reasonably valued or undervalued by the market (based on value criteria).  At least 80% of the portfolio is invested in common stocks of U.S. based companies with market capitalizations of $5 billion or above.  This portfolio is appropriate for investors with a time horizon of ten years or greater.  Risk level is considered to be aggressive.  
  3. Centurion Small / Mid-Cap GARP

    The objective of the Centurion Small / Mid-Cap GARP Portfolio is growth of capital.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of U.S based companies that have improving fundamentals (based on growth criteria) and whose stock is reasonably valued or undervalued by the market (based on value criteria).  At least 80% of the portfolio is invested in common stocks of U.S. based companies with market capitalizations under $5 billion.  This portfolio is appropriate for investors with a time horizon of ten years or greater.  Risk level is considered to be aggressive.  
  4. Centurion Equity-Income

    The objective of the Centurion Equity-Income portfolio is growth of capital with an equally essential objective of current income.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of global companies that have strong growth potential, and in addition, high sustainable dividend yields.  This portfolio is appropriate for investors with a time horizon of ten years or greater. Risk level is considered to be aggressive.

 

Custom Total Return Portfolios ($500K minimum)

  1. Centurion Total Return Growth

    The objective of the Centurion Total Return Growth portfolio is to obtain long-term capital appreciation. Under normal market conditions, the portfolio is invested in diversified allocations of domestic and international equities and bonds, alternative investments and money market funds. This Total Return portfolio is customized on a client-by-client basis, and utilizes individual stocks, individual bonds, mutual funds and Exchange-Trade Funds, as well as other investments that are appropriate for meeting the objective of the portfolio. The portfolio is appropriate for investors with a time horizon of seven to ten years. Risk level is considered to be moderately aggressive. Typical allocation: 70% – 90% equity + alternative assets / 10% – 30% fixed income + cash
  2. Centurion Total Return Balanced Growth

    The objective of the Centurion Total Return Balanced Growth portfolio is to produce moderate growth of capital with a secondary objective of current income. Under normal market conditions, the portfolio is invested in diversified allocations of domestic and international equities and bonds, alternative investments and money market funds. This Total Return portfolio is customized on a client-by-client basis, and utilizes individual stocks, individual bonds, mutual funds and Exchange-Trade Funds, as well as other investments that are appropriate for meeting the objective of the portfolio. The portfolio is appropriate for investors with a time horizon of five to seven years. Risk level is considered moderate. Typical allocation: 50% – 70% equity + alternative assets / 30% – 50% fixed income + cash
  3. Centurion Total Return Balanced Income

    The objective of the Centurion Total Return Balanced Income portfolio is to produce current income with a secondary goal of moderate growth of capital. Under normal market conditions, the portfolio is invested in diversified allocations of domestic and international equities and bonds, alternative investments and money market funds. This Total Return portfolio is customized on a client-by-client basis, and utilizes individual stocks, individual bonds, mutual funds and Exchange-Trade Funds, as well as other investments that are appropriate for meeting the objective of the portfolio. The portfolio is appropriate for investors with a time horizon of three to five years. Risk level is considered low to moderate. Typical allocation: 30% – 50% equity + alternative assets / 50% – 70% fixed income + cash

 

Fund Allocation Portfolios ($100K minimum)

  1. Centurion Aggressive Growth

    The objective of the Centurion Aggressive Growth portfolio is to obtain long-term capital appreciation without regard for current income. Under normal market conditions, the portfolio is invested in mutual fund and Exchange-Traded Fund allocations of domestic and international equities, alternative investments and money market funds. This portfolio is appropriate for investors with a time horizon of ten years or greater. Risk level is considered to be aggressive. Typical allocation: 90% – 100% equity + alternative assets / 0% – 10% fixed income + cash
  2. Centurion Growth

    The objective of the Centurion Growth portfolio is to obtain long-term capital appreciation. Under normal market conditions, the portfolio is invested in mutual fund and Exchange-Traded Fund allocations of domestic and international equities and bonds, alternative investments and money market funds. This portfolio is designed for investors seeking long-term growth with moderate risk and is appropriate for investors with a time horizon of seven to ten years. Risk level is considered to be moderately aggressive. Typical allocation: 75% – 85% equity + alternative assets / 15% – 25% fixed income + cash
  3. Centurion Balanced Growth

    The objective of the Centurion Balanced Growth portfolio is to produce moderate growth of capital with a secondary objective of current income. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international equities and bonds, alternative investments and money market funds. This portfolio is appropriate for investors with a time horizon of five to seven years. Risk level is considered moderate. Typical allocation: 55% – 65% equity + alternative assets / 35% – 45% fixed income + cash
  4. Centurion Retirement Income

    The objective of the Centurion Retirement Income portfolio is to produce moderate growth of capital with an equal secondary objective of current income. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international equities and bonds, alternative investments and money market funds. This portfolio is appropriate for investors with a time horizon of five to seven years. Risk level is considered moderate. Typical allocation: 55% – 65% equity + alternative assets / 35% – 45% fixed income + cash
  5. Centurion Balanced Income

    The objective of the Centurion Balanced Income portfolio is to produce current income with a secondary goal of minimal to moderate growth of capital. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international bonds, alternative investments, equities and money market funds. This portfolio is appropriate for investors with a time horizon of three to five years. Risk level is considered low to moderate. Typical allocation: 35% – 45% equity + alternative assets / 55% – 65% fixed income + cash
  6. Centurion Capital Preservation

    The objective of the Centurion Capital Preservation portfolio is to preserve capital and produce current income with a secondary goal of minimal growth of capital. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international bonds, alternative investments, equities and money market funds. This portfolio is appropriate for investors with a time horizon of less than three years. Risk level is considered low. Typical allocation: 15% – 25% equity + alternative assets / 75% – 85% fixed income + cash

Terms of Use

Investment Advisory Services offered through Centurion Advisors Corp.  Centurion Advisors is registered as an investment advisor with the state of Texas.  The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.  The firm is not engaged in the practice of law or accounting.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.  Investments involve risk and unless otherwise stated, are not guaranteed.  All investment strategies have the potential for profit or loss.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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