Wealth Management
We are a full-service financial consulting firm offering you a well-planned, secure future. We provide you with investment solutions across every asset class to meet your unique needs.Personalized Advice
Combining more than 100 years of financial experience, we work with you side by side so that you are confident in and comfortable with the financial recommendations we make.Fee-Base Advisor
As a Fee-Base Wealth Management firm, our clients’ interests are at the heart of everything we do. We are not tied to Wall Street, large banks or any single financial institution.
MARKET & ECONOMIC UPDATES
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There is a saying that “defense wins championships” and we believe defense is also a sound strategy when it comes to navigating today’s financial markets. We specialize in the conservative investor, asset protection, and stability of principal. |
In recent months, the acquisition of E-Trade Advisor Services by Axos Advisor Services has been an important part of our line of business. We were first made aware that Axos expressed an interest in acquiring this business a few years ago. This was when Trust Company of America was purchased by Morgan Stanley and E-Trade Advisor Services.
Although no one likes to see changes, we feel this will be a positive change for both our firm and you, our client. The transparency of this change has made this a seamless transaction. The only visible item our clients will notice is simply a change in the name from E-Trade to Axos Financial. The platform for viewing your account remains the same. There has been no change to fee structures or trading costs for our customers. They still remain one of the lowest in the industry.
So, we’re pleased to announce that E-Trade Advisor Services is now doing business as Axos Advisor Services. We hope you’ll join with us in celebrating this transition and the opportunities it presents. As Axos Advisor Services, they remain committed to listening to us as advisors and putting your needs first. They remain dedicated to being a non-competitive, full-service custodian with a laser focus on supporting independent RIAs like Centauri Advisory Group. They will continue to support us both with their leading technology and relationship-based, responsive service, and invest additional resources to help us all become even more successful.
We’re excited about the future with Axos Advisor Services as our primary custodian. We look forward to this next chapter of mutually shared success!
