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Francis Cowan Jr.

Advisor at Century Funds Management Inc

Updated today
Century Funds Management Inc logo

Firm

Century Funds Management Inc

Location

Centerville, UT

Credentials

CFA®, Series 65

Industry experience

21 years

About

Francis Cowan is the sole advisor at Century Funds Management Inc. He holds the CFA® designation and a Series 65 license, with 21 years of industry experience. Cowan has been with Century Funds Management since 1986, serving the firm in various capacities over nearly four decades. Century Funds Management provides discretionary portfolio management for individuals, including high-net-worth clients, as well as institutional accounts such as pension plans and charitable organizations. The firm focuses on capital appreciation and current income through fundamental analysis, managing accounts with written agreements that allow clients to impose reasonable restrictions.

Client services

Based on Century Funds Management Inc

Portfolio management

Expertise

Based on Century Funds Management Inc

Active portfolio management

Fee options

Percentage

$0 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Location

Centerville, UT

Most active in

Utah

Work history

Century Funds Management Inc.

2017 - Present (9 years)

Century Funds Management, Inc.

1986 - 2017 (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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