The Centerline Proprietary Process
The level of due diligence we perform in screening portfolio managers is virtually unprecedented in our industry. Our high standards required that, in addition to using independent resources, we develop a proprietary process for selecting managers. Not only does the process we engineered differ significantly from those of other Advisors’ firms, it has proven extraordinarily effective.
We now use our own specially-designed filters to track potential portfolio managers on a quarterly basis. We conduct a detailed background analysis and interview each manager personally. This equips us to identify those managers, portfolios and funds that exhibit consistent performance over the long term.
The result is the promise that as we actively monitor, review and protect your investments, the force that drives us is you.
