Alone We Survive

Together We Thrive

Elevate Your Business!
As a Centric Partner, we will provide you with the industry’s top-of-the-line technology, strategies, and support to immediately put you ahead of the competition. It’s no wonder that our front, middle, and back office solutions continue to fuel the nation’s fastest growing firms.

What Do Partners Get?

We provide best-in-class solutions across the essential areas of your business – helping you grow your business and build stronger relationships with your clients. We break down our solutions into three segments:

Front Office

Yours for the taking!

With Centric, you have the freedom to engage in client relationships just the way you like it. With our front office solutions, we provide support for your branding, marketing, business model, and the equity in your business. You always own your client relationships. Afterall, you know them the best.

Relationship

Relationship

Focused on your clients.
Give personalized service and advice on your terms.

Equity

Equity

Own your business.
Build long-term enterprise value by monetizing your practice.

Self-Branding

Self-Branding

Differentiate yourself by building your own brand,
NOT ours.

Marketing

Marketing

Call your marketing shots. Implement modern marketing strategies that bring in quality leads.

Middle Office

Great client outcomes are a priority.
Complexity turned simple.

At Centric, we strengthen your client offerings and make it easy for you to engage your clients. Regardless of your clients’ needs, we provide solutions from in-house investment strategists, insurance underwriting coordination and placement, and advanced market access to ensure the greatest outcome possible. Our commitment to great client outcomes is unparalleled.

In-House Investment Management

In-House Investment Management

In-house, independent, and dedicated to you.
Turn Centric’s investment team into your very own team of seasoned market and investment professionals.

3rd Party Investment Management

3rd Party Investment Management

Need a niche investment strategy? Already in love with an investment manager?
No problem.

Insurance Solutions

Insurance Solutions

Access to top insurance carriers and contracts

Advanced <br> Markets

Advanced
Markets

Direct access to team of experts for case consultation and point-of-sale support

Back Office

Streamlined for simplicity and to enhance your experience.

At Centric, we handle the back office for you. From technology and compliance to billing and operations, and everything in between, we have dedicated team members handling it all in the background, so you can focus on doing what you love.

Technology

Technology

Access to a best in class suite of technology including top custodians, investment reporting, and CRM.

Compliance

Compliance

Leave the boring compliance tasks to us. Our compliance team helps you stay efficient and effective, allowing you to focus on your clients.

Operations

Operations

Work smarter, not harder.
Our team helps you spend more time managing your business growth & retention.

Billing

Billing

BIll with confidence, every time. Utilizing your custom billing structure, we provide billing calculations, deductions from client accounts, and payment to your account.

Dustin A. Mikkelsen

President and CEO
Clearwater Oaks Financial

Steven Castro

President
SC Wealth Management

Become a Partner

Take Your Practice to the Next Level!