Centre Street Cambridge Corporation is an independent registered investment advisor founded in 1994 and based in Cambridge, Massachusetts. The firm specializes in managing investment portfolios for individuals on a discretionary basis, meaning Centre Street makes buying and selling decisions on behalf of clients based on agreed-upon goals. Centre Street focuses on long-term capital growth through fundamental research, seeking out shares of established businesses that are reasonably priced. The firm avoids market timing and prefers a buy-and-hold strategy, investing primarily in individual stocks and bonds while avoiding mutual funds or exchange-traded funds that carry overlapping management fees. Centre Street is owned and operated by Dennis C. Butler, a Chartered Financial Analyst.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated for a group of related accounts or multiple accounts belonging to a single client. Reduced rates apply to eleemosynary institutions.