Thank you for your interest in the services provided by 21st Century Equity Advisors Corporation. 21ST CENTURY is a fee based investment management and financial/retirement planning firm. The only service that 21ST CENTURY is compensated for is its portfolio management services.
21ST CENTURY’S home office is located at 749 Terra Ct. Worthington, Ohio. A second office is maintained in Naples, Florida. 21ST CENTURY is licensed to provide investment management services in both Ohio and Florida.
21ST CENTURY is a part of Fidelity Investments’ “Institutional Wealth Services Group” that exclusively serves the needs of independent registered investment advisors, such as 21ST CENTURY. Fidelity provides an integrated package of institutional brokerage and custody services, and advanced money management technologies. Through Fidelity’s ADVISOR CHANNEL, clients have access to Fidelity’s state-of-the-art trading and reporting systems. 21ST CENTURY uses Fidelity’s ADVISOR CHANNEL to trade individual stocks, ETFs, mutual funds and options.
21ST CENTURY provides investment/portfolio management services for individuals, their retirement accounts (IRAs, Rollovers, SEPs, etc), pensions and profit-sharing plans, and non-retirement accounts (trusts, custodial accounts for minors, corporations, LLCs, and partnerships). Many of 21ST CENTURY’S managed accounts are IRA rollover accounts originating from retired or terminated employees’ 401K accounts.
21ST CENTURY typically invests client funds in portfolios of individual equities constructed by John Hegler. 21ST CENTURY is dedicated to superior investment performance over long time periods. Techniques utilized include strategies that emphasize the principles of cash compounding (cash returns generated from dividends and call-writing programs), stock selection processes using fundamental and technical analysis, and market timing (bear-market avoidance; identification of oversold/overbought market environments).
A copy of form ADV-Part 2A and 2B that describes the operations of 21ST CENTURY and fee structure is available upon request.
Send us a message to find out how we can help you meet your financial goals.
749 Terra Ct. Worthington, Ohio 43085
3765 Montreaux Ln 1-102 Naples, Florida 34114
(614) 487-8873, (614) 487-1173 (Fax)