A complete list of active advisors currently associated with Centoic
Warmer can help you find a great advisor at Centoic or one who fits your needs even better.
Centoic provides advisory services to individual investors who are saving for education expenses, offering subscription access to online educational materials, planning tools, and portfolio-construction guidance, with optional hourly financial-planning consultations. The firm delivers advice through a technology-powered self-service website; clients implement recommendations in accounts they maintain at their own banks or broker-dealers because Centoic does not custody client assets. The firm’s advice is driven by automated analysis that estimates future education costs, models expected returns and volatility, and recommends allocations to index funds, mutual funds, ETFs, money market funds, and cash equivalents. Its approach emphasizes passive asset management supported by quantitative, technical, and cyclical analysis and modern portfolio theory, with periodic monitoring, alerts, and rebalancing suggestions rather than discretionary trading. Compared with many investment-manager peers, Centoic puts an uncommon emphasis on education-focused digital tools and educational content and structures compensation through subscriptions and separate hourly consulting rather than percentage-of-assets fees. The adviser operates as a technology-first LLC that also provides technology consulting, maintains no client assets under management, and requires clients to hold their own brokerage or banking relationships.
To learn more about the advisors currently working at Centoic, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 1
|
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