Center Street Advisors, Inc.

Center Street Advisors, Inc. is a financial advisory firm established in 2013 and registered with the SEC since 2014. They offer continuous investment management services to clients through their wrap fee program, catering to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other corporate entities. The firm's services include investment strategy formulation, asset allocation, and portfolio monitoring based on client goals, risk tolerance, and time horizon. Clients typically grant discretionary authority for securities selection and transactions. The Program Fee, which can be up to 2.5% annually, covers advisory services, transaction execution, custody, and record-keeping. Additional costs may include mutual fund charges, structured product fees, and other expenses. There is no minimum account size requirement. Center Street Advisors employ various methods of analysis such as charting, fundamental and technical analysis, and asset allocation. They utilize strategies like long-term purchases, short sales, margin transactions, and option writing. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients provide investment policies for pension plans, charitable organizations, trusts, and estates, while individual clients complete investor questionnaires to determine investment objectives. Advisors are selected based on various criteria, and performance is regularly monitored and evaluated. The firm's code of ethics emphasizes compliance with securities laws, integrity, and client interests. Clients are informed about conflicts of interest, and the firm discloses any financial interests in client transactions. Center Street Advisors do not receive compensation from third parties except for client referrals. The firm has no financial conditions that could impair meeting contractual obligations and has not been subject to bankruptcy.