At Certes, we are committed to providing low cost long-term pension and savings solutions for our corporate and individual clients. Through carefully selected partners and associated Investment Managers we offer a clear and simple approach, which can be tailored to an individual's age and risk profile. For clients who want to focus on life today, our partners can look after the investment program for them, adjusting their investments over time. Alternatively, for clients who wish to have a more active involvement, we can incorporate this into their investment portfolio, whether that is making small adjustments, or to the appointment of your preferred third-party investment manager. We provide on-going investment performance monitoring and can provide assistance with any changes in your circumstances. Depending on the investment model that is selected, a large range of our clients' assets are held on a globally respected investment platform, working closely with the scheme administrator. Your investments are regularly audited by carefully selected investment firms considering your personal, or business' goals. Invested client assets are individually ring-fenced, providing an additional layer of security. Certes provides a clear, low cost, risk and age appropriate solution, while providing clients with comfort that their assets are securely managed and reviewed by investment experts.
View Top Employees from Certes CapitalWebsite | http://www.certescapital.com |
Employees | 1 (1 on RocketReach) |
Address | 1 Overlook Pt, Ste 250, Lincolnshire, Illinois 60069, US |
Phone | (847) 913-5594 |
Industry | Finance General, Finance |
SIC | SIC Code 67 Companies, SIC Code 679 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Stephen Rodwas is the Chief Investment Officer of Certes Capital.
1 people are employed at Certes Capital.
Certes Capital is based in Lincolnshire, Illinois.
The NAICS codes for Certes Capital are [523, 5239, 52].
The SIC codes for Certes Capital are [67, 679].