Curran's Core Growth Equity Strategy Ranked #2 by Broadridge Lipper

March 29, 2023
Originally published NOVEMBER 19, 2021

Our Curran Core Growth Equity Strategy received numerous rankings Q3 2021 by Broadridge Lipper for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category and the U.S Growth and Value Equity category.

Awards for CIM’s Curran Core Growth Equity Strategy in the Large Cap Growth and Value Asset Class Include:

  • #2 total return over a 10-year period out of 77 composites/funds
  • #3 total return over a 5-year period out of 97 composites/funds
  • #3 total return over a 3-year period out of 113 composites/funds

Awards for CIM's Curran Core Growth Equity Strategy in the U.S Growth and Value Asset Class Include:

  • #7 total return over a 10-year period out of 263 composites/funds
  • #6 total return in the 5-year period out of 370 composites/funds
  • #9 total return over a 3-year period out of 412 composites/funds

To achieve a Lipper ranking for Best Money Managers performance is calculated net of fees, on an investment strategy asset base which is at least $10 million dollars, inclusive of all cash reserves, calculated in U.S dollars and the classification of the product must fall into one of the categories Lipper ranks. Curran’s Core Growth Equity strategy falls under the U.S Large-Cap Growth & Value Equity category.

“We are pleased that our Curran Core Growth strategy continues to be ranked among Lipper's Best Money Managers.” — Kevin T. Curran, CFA, President, Curran Investment Management

As a Registered Investment Advisor headquartered in Albany, NY we serve both individual and institutional clients nationally with an additional office in Cape May. Curran has over $579 million assets under managements (AUM) as of 9/30/2021.

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Past Performance does not guarantee future results. The information herein is considered to be obtained from reference sources deemed reliable. All Investments carry risks, including possible loss of principal.

Our Financial Planning Process

At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).

Engage & Discover

A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.

Goals & Data Gathering

In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.

Proposal & Evaluate

Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.


If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.