Investment Management

As a fee-only Registered Investment Advisor, OnCenter develops a customized investment strategy for each client designed to optimize investment performance and achieve each client’s unique goals.

And, unlike most in the industry, the firm does not have any hidden fees, commissions, or fee-sharing arrangements which thus increases client total return.  And this annual investment performance edge provides a compounding growth effect over time thereby leveraging investment performance.  Operating as a fiduciary on your behalf, OnCenter holds a position of special trust and confidence.  Its single commitment is to provide undivided loyalty to its clients.