Centerpoint Advisors, LLC
Centerpoint Advisors, LLC is an SEC-registered investment adviser firm specializing in investment and wealth management services, including wealth accumulation, asset allocation, retirement planning, and family office services (aggregated reporting, advanced cash flow management, philanthropic planning, private investment due diligence, family dynamics planning, insurance and risk management). The firm emphasizes proactive support, investment insight, and holistic financial planning that goes beyond traditional advisory to address clients' varied personal and family needs.
Investment Strategy
The firm focuses on personalized wealth management, emphasizing asset allocation, retirement planning, and integrated family office services. Their approach includes proactive portfolio management, advanced cash flow planning, philanthropic strategies, and collaboration with clients' legal, tax, and estate advisors for comprehensive solutions.
Top Holdings
Equity Positions (382)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 27.40% | $80.8M | 130,112 | $404.44 | $620.90 | +$10.0M |
Q QUAL | ISHARES TR | 8.49% | $25.0M | 136,889 | $109.50 | $182.82 | +$2.2M |
I IWB | ISHARES TR | 6.84% | $20.2M | 59,388 | $189.18 | $339.57 | +$1.9M |
I IJH | ISHARES TR | 6.16% | $18.2M | 292,734 | $43.25 | $62.02 | +$1.2M |
I IJR | ISHARES TR | 4.66% | $13.8M | 125,813 | $82.85 | $109.29 | +$263.0K |