Each quarter, Zephyr releases its “PSN Top Guns” ranking, an important reference for plan sponsors, investors, and asset managers, showcasing the best performing separate accounts, managed accounts, and managed ETF strategies. While Curran Wealth Management received awards in 4 different categories for the awards quarter ending 9/30/2025, we want to highlight 3 of them in particular.
All-Cap Universe
The All-Cap Universe is made up of a broad spectrum of equity securities. There are no capitalization mandates or constraints put on the companies comprising this universe.
All Cap - 4 Quarters (1 Year) Ending 3/31/2024 – Curran’s SMID Cap Equity portfolio ranked 7th in a universe of 394 products from 241 firms with a rate of return of 45.4%*. The Russell 3000 Index (the index to which this category is benchmarked and measured against) returned 17.4% for the same period.
All Cap - 12 Quarters (3 Years) Ending 3/31/2024 – This same portfolio (Curran’s SMID Cap Equity) ranked 7th in a universe of 394 products from 241 firms with a rate of return of 38.2%*. The Russell 3000 Index (the index to which this category is benchmarked and measured against) returned 24.1% for the same period.
Small Midcap Universe
The Small Midcap Universe is made up of companies with market capitalizations between $350 million and $10 billion. These strategies seek to outperform the Russell 2500 Index by taking advantage of the diverse opportunities provided by companies of this size.
Small-Mid Growth – 4-Star Award 9/30/2025 – The top 10 finishers relative to the management style benchmark for the proceeding 5 and 3-year periods qualify for PSN’s 4-Star Award. Curran’s SMIDCap Equity portfolio ranked 8th in a universe of 75 products from 57 firms, qualifying for the award this period.
Our Mission
At Curran, our goal is to outperform market indices and provide our customers with a higher rate of return through active portfolio management. We do this by identifying quality companies, investing in a small, diversified number of them, and monitoring their performance, all while remaining nimble enough to make strategic changes quickly and efficiently. These rankings help illustrate the effectiveness of our strategies.
We thank you for allowing us to be your trusted financial advisor. Please reach out to your Private Wealth Manager with any questions.
Best,
Kevin Curran
Co-CEO & Chief Investment Officer
4 STAR CATEGORY: PSN Top Guns investment managers must claim that they are GIPs compliant. Products must illustrate an appropriate correlation relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period (ending 9/30/25) then become the TOP GUNS.
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).
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.
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.
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.
