Seeking Alpha Portfolio App for iPad
Dividends & Income
Founder and Managing Director of Centric Capital Management, is a seasoned financial professional serving individuals, families, corporations and non-profits. Gary established Centric Capital Management to provide comprehensive financial services to his clients in a personalized setting. Gary served as an executive for a multinational publicly traded company. Always driven to provide value to his client, Gary successfully grew the company's shareholder value. He was then recruited, and trained by Merrill Lynch, where he served in Merrill Lynch's Private Client Group providing asset management services to high-net-worth individuals. Gary's clientele have included entertainers, executives, established medical practitioners
and the like. His financial philosophy is simple: provide asset allocation and risk management services seeking to mitigate risk and enhance growth potential. Gary believes the proper financial plan -- inclusive of asset diversification and the inclusion of financial protection investment vehicles -- is the key to the implementation of a successful investment strategy.
Registered investment advisor.
MyPortfolioInvesting is an alternative approach for investors who manage their own investments to receive professional portfolio guidance but wish to retain the ability to trade themselves and with their chosen brokerage firm. We understand and welcome investors who wish to manage and trade their own
investment account(s), but also wish to obtain cost-effective, quality and objective portfolio guidance. With Centric Capital Management, LLC, serving as investment advisor to MyPortfolioInvesting, investors have five professionally developed and analyzed portfolios for purchase. These portfolios range in risk profiles - from conservative to aggressive - and each portfolio features diversified allocations comprised of numerous securities, funds, and ETF's (Exchange Traded Funds). These Portfolios are developed under Modern Portfolio Theory, which seeks to optimize return while taking into consideration risk tolerance and time horizon. Each portfolio is measured against an appropriate Dow Jones Relative Risk Index® All investments within each portfolio are available through their chosen brokers or custodian for purchase Prospective purchasers have the option to review performance, fundamental and risk analyses as well as style box and asset classifications for each portfolio prior to purchase We invite (and recommend) prospective purchasers to complete the investment profiler to obtain a recommended portfolio for the given profile At the end of each quarter, each portfolio is evaluated, adjusted as necessary, and re-balanced Portfolios are available to purchase for the current quarter, or through our annual plan which provides access to each of the adjustments made each quarter along with frequent e-mails notifying of adjustments to the portfolios purchased If you have the time to manage your investments yourself, we welcome you to review and select an appropriate portfolio based upon your risk tolerance and investing style. Please keep in mind that these portfolios are intended for long-term planning and should not be used for short-term objectives and/or trading.
Do It Yourself Inesting
Now you can manage your own long term investing with www.MyPortfolioInvesting.com Purchase tailored investment portfolios measured to the Dow Jones Relative Risk Index that corresponds to your particular investment goal and style. Its innovative and gives investors the on line confidence they need with long
term on line investing tools. Centric Capital Management, LLC is the registered investment advisor to www.MyPortfolioInvesting.com giving the most in transparency and support. Each portfolio is reviewed and adjusted to the markets at the end of the quarter so its important to come back and update the portfolio of your choice.
Currently, there are no book details for Gary Jacobs.
Latest comments on Gary Jacobs's Instablog posts
MyPortfolioInvesting - A cost effective way to ...
MyPortfolioInvesting - A cost effective way to manage and trade your own account
The Opinion Leaders
Xignite quote data
© 2013 Seeking Alpha