With the myriad of investment products offered and the ever-growing time constraints we face today, it is becoming increasingly difficult to manage one’s wealth effectively without assistance and expertise. At Centricity Financial, our team of skilled professionals is dedicated to helping you preserve and maximize your wealth. Since each client has specific objectives and constraints, by using a comprehensive and disciplined approach to asset allocation, your wealth can be managed to its full potential. We utilize a wide range of traditional and alternative investments, so whether you are looking to maximize your investment’s growth potential, receive a steady income stream from your investments, or accomplish a personal investment objective, we can help.

Our comprehensive financial planning process starts by examining your current financial situation and determining your goals and constraints. During this phase such factors as a client’s tax bracket, stage of life, cash flow requirement, risk tolerance and other factors are very important in determining proper asset allocation. After the appropriate types of investments are determined, we can then select specific assets that are seemingly undervalued through the use of quantitative, fundamental, technical, and/or qualitative analysis.

Quantitative analysis is a powerful tool for evaluating investments and involves sophisticated statistical and mathematical analysis of investment and market data. Certain statistical and mathematical observations can provide helpful insight into the true value of an asset.

Fundamental analysis is a technique that attempts to determine an asset’s value by focusing on underlying factors that affect a company’s actual and future business prospects. This involves, but is not limited to, examining a company’s income statement, balance sheet, and cash flow statement.

Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as historic prices and volume. In certain circumstances, historical performance of securities and markets can help determine future performance.