No two people have the very same goals and dreams. What you strive for in life is as individual as your fingerprints. So why settle for an investment program that doesn’t take your goals personally?  

 

Get an investment strategy that’s personal
An in-depth discussion of your financial situation is where it all starts. Only then can we prepare an accurate and personalized investment strategy based on your financial objectives, risk tolerance and time horizon.

 

 

 

 

 

 

Your one-of-a-kind portfolio

 

 

With the professionally managed money solutions that are part of our Wealth Management Services, we can utilize an asset allocation strategy to create a diversified portfolio featuring equity, debt and cash investments. This can help minimize fluctuation and provide for more consistent investment performance over time. Of course, asset allocation can not guarantee a profit or prevent a loss.

 

 

 

 

Enjoy a more valued relationship with your advisor
Once your investments are selected, your account will be monitored and managed to help steer you through the ups and downs of the market. And you won’t have to worry about incurring ongoing transaction fees – you simply pay one, affordable asset-based fee for the management of your account. Annual fund fees and expenses and custodian fees also apply.

 

 

 

 

 

At the Center for Wealth Management, we utilize the following Wealth Management Programs to meet our client's needs.

 

Fund Select Premier

Fund Select Premier is a mutual fund asset allocation program, sponsored by ADVISORport, Inc. that lets you and your financial advisor at the Center for Wealth Management, build, implement and manage an investment strategy tailored to fit your needs.  This program has the following features:

  • $50,000 minimum investment
  • 18 asset allocation strategies
  • Automatic rebalancing
  • Flexibility in customizing investment portfolios
  • Professional advice
  • Over 150 mutual funds and ETF's
  • Detailed quarterly performance reports

  Advisor Select

 

In the Advisor Select program, we at the Center for Wealth Management act as your portfolio manager.  Working with us a the Center for Wealth Management, you will have access to a wide variety of investment options including exchange and NASDAQ equities, fixed income, mutual funds, ETF's, American Depositary Receipts (ADR's), REIT's and Unit Investment Trusts (UIT's).  Advisor Select has the following features:

  • $25,000 minimum investment
  • Access to five risk-based investment portfolios
  • Flexibility in customizing investment portfolios and pricing
  • Professional advice
  • Detailed quarterly performance reports 

 

 

 

The Center for Wealth Managment is excited to introduce you to a new advisory solution! Fund Management Services (FMS) offers clients a managed account, where assets are invested in a portfolio that consists of well-known mutual funds, and the benefit of professional management by PNC Managed Investments Inc.   With FMS you will have the advantage of the following features:

  • Lower minimum investment required
  • Having your assets in the program managed in a single, consolidated account
  • Consolidated reporting through one monthly/quarterly account statement with one 1099 form for the account at tax time 
  • Automatic annual portfolio rebalancing that strives to keep your portfolio consistent with your goals and objectives
  • Leveraging the expertise and knowledge of a team of professionals whose focus is to help you reach your investment goals and objectives
  • Investing in a diversified portfolio of mutual funds that seeks to minimize risk and provide more consistent returns over time
  • Online access to your account 
     

If you believe that a Wealth Management progam is right for you, please call or email us at the Center for Wealth Management today for an appointment.  We want to work with you to create a program that is perfectly suited for your needs.