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Portfolio Resiliency

At Centerpoint, we proactively look "outside the box" of traditional investment solutions for true diversification and risk management. In our view, the traditional approach is not sufficient to respond to today's complex financial ecosystem. There are simply too many systemic risks that go unrecognized.

For example, look at the performance of so-called "balanced" or "conservative" portfolios during the mortgage crisis of 2008. Unfortunately, many people, perhaps even you, lost a good portion of their portfolio in what were considered to be fairly safe investments. This was largely due to hidden risks within the banking, trading, and rating systems themselves. Centerpoint's progressive approach to investing seeks to be more forward looking and comprehensive than the traditional approach. This is reflected in our risk management practices and True Wealth Portfolio designs. By embracing a wider breadth of asset classes and monitoring indicators of systemic risk we aim to achieve greater portfolio resilience and true diversification for our clients.
 
     
     

SOCIALLY RESPONSIBLE INVESTING
If you are like most Americans chances are you have heard of Socially Responsible Investing (SRI). It is also likely that you have questions related to a lingering impression that SRI equates with sub-par financial returns.





GREEN INVESTING
When the first Pilgrims made it to the shores of the new world the first impression voiced by the sailors was delight over the unlimited amount of straight virgin timber for use as masts in the sailing vessels of the time.

SUSTAINABLE INVESTING
While many examples of companies pursuing the three P model (The Triple Bottom line: People (social equity), Profit (rate of return) and Planet (environment) exist, perhaps the most high profile is in Atlanta.

Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. The Progressive Asset Management Group is the Socially Responsible Investment division of FWG. Progressive Asset Management, Inc. and FWG are unaffiliated entities. Centerpoint Investment Strategies, Raeheart Financial and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157. (410) 751-70054

Nothing contained in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.