Century Funds Management

Century Funds Management Registered Investment Adviser, Providing Investment Management Service on a Discretionary Basis Century Funds Management Inc.

has been a registered investment adviser for 40 years, and currently provides a diversified equity and/or balanced account strategy. does not offer investment advice or provide financial planning services for clients. When establishing a new discretionary portfolio management relationship, we conduct an initial interview to obtain information from the client regarding the client’s financial situat

ion and investment objectives, and give the client the opportunity to impose reasonable restrictions on the management of their portfolio. On an ongoing basis, we are in contact with clients either in person or in writing no less frequently than annually to determine whether there have been any changes in client financial situations or investment objectives, and to determine whether clients wish to add or remove any restrictions/guidelines on the management of the client’s account.

Century Funds Management is proud to operate as a registered investment advisor, and has done so for over 40 years. If ...
07/11/2024

Century Funds Management is proud to operate as a registered investment advisor, and has done so for over 40 years. If you're unsure of what this might mean, this post from the Utah Division of Securities communicates important characteristics that distinguish investment advisors from brokers and financial planners. It's worth a look.

Choosing the right financial professional can be confusing. Do you know the difference between brokers, investment advisers, and financial planners? Do you know what questions to ask them before you hire them? If not, you should read this brochure from NASAA, called "Cutting Through the Confusion". It will help you understand the roles and responsibilities of different types of financial professionals, and how to select the best one for your needs. https://bityl.co/MnVW

Address

Kaysville, UT
84037

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4am
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Telephone

+18018727273

Website

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