PERSONAL INVESTMENT VEHICLES
& CHOICES

We recognize that there is real value in providing you with a specialized menu of investment options, rather than every product available.

 Our Investment Committee applies a strict screening process for all investment options we recommend. The Committee continuously monitors all recommended investments and investment managers.

Our goal is to provide the best options for long-term investors through diligent research and a disciplined process for review and retention of all of our recommended investment options.

Investment Options May Include: 

  • Separate account management, to include Curran’s proprietary investment management services and outside investment managers
     
  • Mutual funds
     
  • Index funds and exchange-traded funds
     

Separate Account Management

We are committed to providing our clients with a disciplined investment strategy which focuses on the highest quality investments.

 

Curran’s Proprietary Investment Management Services

We offer the following professionally managed accounts:

 

Equity Portfolio Management

Curran Core Growth Equity

Growth & Income

Curran Mid Cap

Curran Small Cap

International Equity

All Cap Equity

All-Tech Portfolio

Balanced Portfolio Management

Fixed Income Portfolio Management

 

Mutual Funds

We have created several custom portfolios of mutual funds based on our Investment Committee’s research and screening process of thousands of mutual funds. We have classified these portfolios according to a client’s overall objective such as Growth, Moderate Growth, Conservative Growth and Preservation of Capital.  The Investment Committee continuously monitors the funds we recommend.

Our clients also have access to Russell’s LifePoints® Fund of Funds and Mutual Fund Model Strategies.

Depending on the account size and client preferences, we may recommend a passive strategy with certain asset classes by investing in index funds.

 

Custodial Services

Curran Investment Management offers clients multiple options for the custody of their portfolios.

We have established relationships with Schwab and Fidelity Investments. We may also work with a custodian of your choice.

We provide trust services through our relationships with U.S. Trust, Fidelity Investments, Bank of New York and Wilmington Trust. We may also work with a trust company of your choice.

For more information about our Investment Services or to get a free portfolio review please email info@curranllc.com or call us at (518) 391-4200.