FIRM HISTORY

 

 

Our team of professionals are dedicated to helping you achieve financial security.
 
Thomas Curran, President and Chief Investment Officer of Curran Investment Management began his career at First Albany Corporation, where he spent 24 years. As Senior Vice President and part of First Albany Corporation’s Private Client Group, Tom formed “The Curran Group” in 1996 to provide his clients with discretionary investment management services paired with a strong commitment to personal service. In 1998, the Curran Core Growth Equity portfolio was incepted, commencing a long, independently verified track record of risk-adjusted large-cap domestic equity outperformance that is still ongoing today. We began our investment letter, Curran Views, to communicate our investment philosophy and belief in owning high quality companies for the long-term.
 
In 2000, First Albany Corporation sold its Private Client Group to First Union Securities. As part of First Union Securities and later through the merger with Wachovia Securities, we continued to build a diverse client base and introduce our investment management services to individual and institutional clients.
 
In 2004, Tom and his team of eleven investment professionals left Wachovia Securities and formed Curran Investment Management, a limited liability company and federally registered investment advisor.
 
All of us at Curran Investment Management are excited by the opportunity to build our own firm, one based on a culture of excellence and a commitment to providing comprehensive wealth management solutions with the highest level of personal service and attention.

 

Why Choose Curran Investment Management?

 

Investors today are faced with a myriad of investment firms offering countless solutions, making selecting an investment advisor a daunting task.

 

Like us, most investors believe that the products and services offered by major brokerage firms and banks are a commodity and are often only distinguishable by the common denominator - price.

 

We offer clients a unique alternative to the mass-marketed, generic delivery of investment services. Disillusion with the "one-size fits all" approach to financial services compelled us to create Curran Investment Management. We have made a commitment to recognize our clients' uniqueness and applaud it.

 

Our wealth management services are client-driven and dynamic. We work together to develop a thorough understanding of your needs and to create a strategic plan which is designed to meet your goals. Our sound investment management provides the discipline necessary to achieve your long-term objectives.

 

We focus on treating each client as if they were our only client, with an unparalleled level of personal service and attention.