Centric Wealth Management
Centric Wealth Management is an independent boutique investment advisory firm headquartered in Chicago, Illinois. Founded with the aim to provide unbiased advice and advocacy, Centric serves individuals, families, businesses, and institutions. The firm differentiates itself from traditional wirehouses through expanded product offerings, greater flexibility, and a commitment to client-centric service. Centric employs a team of 13 professionals, emphasizing transparency, confidentiality, and personalized investment guidance.
Investment Strategy
Centric Wealth Management emphasizes transparency, client advocacy, and unbiased advice. Their investment approach centers on putting clients at the heart of every decision and tailoring advice to each client's goals and risk profile. The autonomous advisors at Centric are separate from asset custodians and product sources, allowing for a broad range of investment options. The firm believes in thoughtful, conviction-driven portfolio management that considers changing market conditions and client needs, while rigorously explaining recommended solutions and always acting in the best interest of the client.
Top Holdings
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UPS | UNITED PARCEL SERVICE INC | 6.24% | $26.2M | 301,818 | $106.01 | $100.94 | -$11.5M |
V VOO | VANGUARD INDEX FDS | 4.72% | $19.8M | 33,760 | $568.03 | $568.03 | +$19.8M |
A AAPL | APPLE INC | 3.63% | $15.2M | 66,344 | $137.74 | $205.17 | +$918.1K |
U UNH | UNITEDHEALTH GROUP INC | 3.18% | $13.3M | 53,109 | $315.59 | $311.97 | +$11.4M |
M MSFT | MICROSOFT CORP | 2.38% | $10.0M | 19,116 | $289.43 | $497.41 | +$3.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDL | GRANITESHARES ETF TR | New | Call | $208.3K | 30 | $70.42 | $70.42 | +30 | +$208.3K |