Advisor at Century Funds Management Inc
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Firm
Century Funds Management Inc
Location
Kaysville, UT
Credentials
Series 65
Industry experience
6 years
David Hunter is a financial advisor at Century Funds Management Inc with six years of industry experience. He holds a Series 65 credential and has prior work experience at the University of Queensland and the University of Hawaii. Century Funds Management provides discretionary portfolio management for individuals, including high-net-worth clients, and institutional accounts such as pension plans and endowments. The firm emphasizes capital appreciation and current income while limiting equity market risk through fundamental analysis of company growth and dividends.
$0 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Kaysville, UT
Utah
University of Queensland
2017 - 2020 (3 years)
University of Hawaii
2008 - 2017 (9 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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