Centerview Wealth Advisors, LLC

Centerview Wealth Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm advises across a range of vehicles identified in its brochure, including mutual funds, fixed income, real estate funds (including REITs), insurance products and annuities, equities, ETFs (including precious-metal ETFs), treasury inflation-protected bonds, and non-U.S. securities.

The firm documents each client’s objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, with periodic reviews at least monthly. Its stated methods of analysis include charting, fundamental and technical analysis, quantitative models and modern portfolio theory, and it deploys a variety of trading strategies including long- and short-term trading, short sales, margin transactions, and options strategies.

A distinctive feature noted in the brochure is that the advisory team includes a licensed accountant who is active in the state CPA organization, and several advisors are also licensed insurance agents; the firm describes these roles as sources of coordination for tax and insurance matters while disclosing the potential conflicts of interest they may create. The firm also states it has no account minimum for services and describes policies for fair allocation of limited investment opportunities across client accounts.