Investment Management

Having fiduciary oversight on the assets you place in our care requires us to always act on your behalf.

Our Investment Management Services Include:

Discretion

Time is one of your most precious commodities. Having discretion empowers us to make decisions on your behalf that are consistent with your goals and risk capacity. This relationship allows us to act quickly to deploy our wisdom and experience to grow your assets.

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Managed Accounts

The greatest advantage of this platform is simplicity: we prosper as you prosper. In lieu of charging a commission per transaction, we charge a fee based on a percentage of your total assets. This minimizes conflicts of interest and allows you to receive objective guidance. Your assets are held directly with National Financial Services (NFS), a wholly-owned subsidiary of Fidelity Investments.

Socially Responsible Investing

Also known as “ESG,” “Green,” “Sustainable” or “Socially Conscious” investing, we can ensure your values and investments are aligned through the use of proven research that seeks to consider both financial return and social good.

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Choice and Flexibility

You have the ability to choose how you want to engage us. Our most preferred method is a traditional assets under management arrangement, where we’re compensated based on a percentage of the assets under our care, or a consulting arrangement, where we can advise you on assets not in our custody.

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Portfolio Design

We utilize the entire universe of securities including institutional-level mutual funds, ETF’s, stocks & bonds, options, and specialized alternative investments.

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Model Management

Through our streamlined model management process, we are able to efficiently monitor and manage our client’s portfolios on a daily basis. Using our deep research analytics we build portfolios to fit our client’s financial planning needs. This allows our team to spend more time servicing our clients.

Our Difference

Our wealth of experience, paired with our personal touch gives our clients the momentum to achieve their dreams.

Professional Advice.
One Click Away.

CenterBridge Planning Group offers more than just investment management. 
CenterBridge Planning Group offers more than just investment management. 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

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