We invest with purpose: aligning your money with your life—funding today’s needs while building growth for tomorrow.
For over 50 years, the heart of our work has been understanding businesses. To us, a stock is never just a ticker symbol or a wiggle on a chart, it represents ownership in a real company. Our discipline comes from in-depth research and analysis: studying balance sheets, cash flows, management quality, and valuation.
That focus on fundamentals is the foundation of our investment thinking and philosophy at Century Management. It guides every decision we make, from building portfolios of individual stocks and bonds to evaluating whether funds or ETFs may complement a client’s unique circumstances.
We recognize that no two investors are alike. Sometimes individual securities are the right fit. Other times, mutual funds or ETFs serve a purpose—broadening diversification, providing access to specific markets, or aligning better with the size and structure of a portfolio. In every case, the choice is intentional, rooted in fundamentals, and shaped around your goals.
It’s not about one method being “better” than another. It’s about knowing you and then choosing the right mix to serve your plan.
Our Philosophy: The Century Management Approach
➤ Value First. The price you pay matters.
➤ Patience Always. Results come from implementing disciplined investment principles, not reacting to noise or what’s popular.
➤ Flexibility with Principle. We believe in owning good businesses that can stand the test of time. At the same time, we will invest in cyclical or commodity companies when we believe their valuations offer a clear margin of safety and present a strong investment opportunity that meets our discipline.
➤ Risk Defined by Recovery. To us, volatility isn’t a threat—it can create opportunities. Real risk is what you can’t come back from: a permanent loss of capital or a plan that no longer supports your needs and lifestyle.
Our Process: The Four Ds
1. Discover – Clarify goals, taxes, accounts, cash needs, and comfort level.
2. Design – Propose an allocation tailored to your plan and risk capacity.
3. Deploy – Implement efficiently with tax-aware strategies and cost control.
4. Discipline – Track progress, rebalance, and manage gains and losses.
We're the Right Partner For
🗸 Families, individuals, and business owners who want portfolios designed around their goals, time horizon, tax efficiency, and cash-flow needs.
🗸 Investors seeking professional management with fiduciary care, backed by more than 51 years of experience, a disciplined investment and planning philosophy, and consistent execution aligned with their goals.
🗸 Individuals who value a transparent and disciplined investment approach, rooted in patience and designed to help navigate through different market cycles. When markets get noisy, we help you keep perspective and help your portfolio stay aligned with your long-term goals.
Our portfolios are designed with clarity in mind, ranging from growth to preservation:
- Growth Portfolios – Built for long-term capital appreciation.
- Growth & Income – Portfolios that balance growth with steady income.
- Balanced – A true middle ground, blending growth and income for stability and total return.
- Capital Preservation – Prioritizing principal protection and income.
Each portfolio can be structured across risk levels:
- Aggressive
- Moderate Aggressive
- Moderate
- Moderately Conservative
- Conservative
This framework allows us to tailor not just one portfolio, but your entire household or business investment strategy—so every account is aligned with both its purpose and your broader plan.
Next Steps: Let’s Map It Out Together
You can start with an individual investment or retirement portfolio, but the real value often comes at the household or business level—looking at how all your accounts work together. We can help ensure your portfolios are aligned with the right risk levels, designed for your goals, and structured to maximize tax efficiency, growth, and income for your circumstances today and into the future.