Centerpoint Advisory Group will tailor a unique investment strategy for each client. First, we draft an Investment Policy Statement outlining your objectives, targeted investment returns and risk capacity – both emotional and financial.

Next, we develop and implement each client’s approved investment program. Our investment selection process combines both quantitative and qualitative screening factors and analysis. The quantitative component involves ranking managers within each asset class based on criteria including risk-adjusted performance, style adherence, alpha, Sharpe ratio, Beta, correlation with other assets, etc. Our qualitative review step includes meetings and phone calls with portfolio managers and company representatives, in-depth review of the manager’s investment process and philosophy, the organizational structure of the firm, experience and tenure of the investment management team, firm ownership interests in the investments they manage and other items.

Finally, Centerpoint Advisory Group monitors your investments and overall portfolio strategies for changes that can affect the pursuit of your goals. Not only do we watch over your portfolio for changes that may indicate underperformance, we feel it is equally important to monitor and make adjustments to our advice based on your ever-changing life. This includes items such as your risk capacity, family, goals and lifestyle.