Centurion Counsel Inc

Centurion Counsel, Inc. is a financial advisor firm offering the Strategic Asset Allocation (SAA) program for institutional and individual investors. Established in 1984, the firm specializes in comprehensive asset allocation and discretionary portfolio management. The SAA program is managed on a discretionary basis, with fees based on a quarterly schedule determined by the account's market value. The minimum account value required is $250,000, with the possibility of negotiation under certain circumstances. The firm acts as a fiduciary, obligated to act in the best interests of clients, ensuring prudent advice and reasonable fees. The investment strategy is based on Modern Portfolio Theory, focusing on diversification among asset classes to optimize risk and reward. Centurion's portfolio manager, Jack Heilbron, designs customized portfolios using historical market performance and correlation analysis. Clients have investment discretion but can authorize Centurion to manage their accounts within the SAA program. The firm does not charge performance-based fees and uses Charles Schwab & Co., Inc. as the custodian. Clients may incur administrative fees and other charges related to investments. Centurion's business continuity plan ensures prompt recovery from disruptions to maintain operations and client access to funds and securities. The firm's principals, Jack Heilbron and Steven T. Foss, have extensive experience and clean disciplinary records.