Csenge Advisory Group, LLC

Csenge Advisory Group serves charitable organizations, corporations and business entities, and individual clients including high‑net‑worth families, offering asset management, asset‑allocation advice, analysis and monitoring of third‑party managed programs, financial planning, and corporate retirement plan consulting. The firm delivers these services through a network of independent advisor representatives and provides both discretionary portfolio management and written asset‑allocation recommendations for non‑discretionary accounts.

The firm’s investment process combines fundamental and technical analysis with a stated, rigorous relative‑strength methodology implemented through a top‑down four‑step process (market, sector, manager/product and risk management) intended to reduce volatility and support systematic withdrawal needs. Portfolios are constructed primarily with mutual funds and ETFs; Csenge maintains about a dozen model allocations (for example, “Techno Quant,” “Cash Cow,” and “Hard Asset”) while customizing allocations to each client’s goals and constraints.

Noteworthy aspects include the firm’s predominant use of wrap‑fee accounts, its role as a sub‑advisor to unaffiliated advisors and as a solicitor for third‑party managers, and the potential conflicts tied to advisor representatives who may also be registered representatives with Lion Street or licensed insurance agents. Csenge also emphasizes ERISA retirement‑plan consulting and explicitly discloses DOL PTE 2020‑02 rollover considerations, noting the financial incentive to recommend rollovers and its policy to recommend them only when deemed in a client’s best interest.