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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 as they come. 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.

Learn More About Fee-Based Asset Management

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 tailor 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 guide 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.