Century Trace Investment Advisors (CTIA) is a registered investment advisor in the state of Illinois providing investment advice and portfolio management services. We are a fee based advisory firm.

As a fiduciary, your interest comes first. Our portfolio management services are provided on a non discretionary basis thereby offering you more transparency and control as you are more aware of the assets in your portfolio, and you get to review the investment recommendation and make a decision whether you want to act or not act on it. We will then execute the agreed to recommendations on your behalf.

You will also have the ability to impose restrictions on investing in certain securities or types of securities.

We do not take custody of your assets or provide discretionary portfolio management services or engage in high frequency trading.

Our investment strategy or philosophy is largely driven by a “buy and hold” approach, with re-balancing done from time to time to maintain return/risk profile and low transactions costs for you.

I look forward to our discussions,

Mohit Aggarwal

Managing Partner