Investment Strategies
Working with You to Navigate Your Investment Objectives and Goals
Our commitment at Centric Financial Group is to work closely with you, guiding you through the complexities of investing and helping you achieve your financial objectives and goals. Whether you are planning for retirement, wealth accumulation, or other financial milestones.
Building A Diversified Portfolio
At Centric Financial Group, we understand that each individual has diverse investment needs based on their situation. Our experienced financial professionals can help you address a wide range of solutions to help ensure your investment strategy aligns with your financial aspirations.
Beyond Numbers: Integrating Your Goals Into Your Investment Strategy
Integrating a strategy begins with a thorough review of your financial standing to identify your unique investment needs and objectives. By collaborating with Centric professionals, you gain access to a comprehensive array of products and strategies from investment companies that enable you to design a custom-fit solution to address your specific goals.
With our Investment Advisors and Registered Reps, we provide a broad spectrum of services, including:
✓ Stock and bond trading
✓ Mutual funds
✓ Variable annuities
✓ Variable life insurance
✓ Fee-based asset management
Transparency in Commission-based Products
As a client of Centric, you have the flexibility to choose from commission-based products such as mutual funds, variable annuities, variable life insurance, group annuities, unit investment trusts, and general securities.
We are an integrated insurance and investment planning firm.
Fee-based Asset Management
Alternatively, opt for fee-based asset management and financial planning, offering you a customized approach with access to a variety of third-party money manager platforms.
Client Relationship Summary (CRS)
Our Form CRS outlines the services, fees, costs, conflicts of interest, and disciplinary information of OneAmerica Securities, Inc. This document is a valuable resource, providing essential questions to discuss with your financial professional.
Form ADV
Refer to our ADV Form for detailed information on the services, fees, assets under management, and key personnel at OneAmerica Securities, Inc.
Code of Ethics
Our Code of Ethics establishes the ethical and legal framework within which our Investment Advisor Representatives operate. This commitment ensures transparency and integrity in our services.
Diverse Financial Planning Services
Beyond investments, our financial planning services include:
➥ Estate preservation
➥ College financial planning
➥ Small business financial planning
➥ Intro to financial planning
Frequently Asked Questions
How do I choose appropriate mutual funds for my portfolio?
Selecting mutual funds involves considering your risk tolerance, financial goals, and market conditions. Our advisors fashion recommendations based on a thorough analysis of these factors.
What is the role of diversification in investment portfolios?
Diversification spreads investments across different assets, reducing risk. It ensures that the performance of one investment does not disproportionately impact the overall portfolio.
How can I align my investments with my ethical values?
Integrating values into your investments involves considering environmental, social, and governance (ESG) factors. We can guide you in selecting investments aligned with your ethical principles.
Ready to discover a holistic investment strategy with our strategies? Contact us today for personalized guidance and take the first step towards a more secure and prosperous tomorrow.
* The use of asset allocation or diversification does not assure a profit or guarantee against a loss.