Different by choice, Better by design
Relationship based, strategy driven investing.
Freedom
Who We Are
Designed to always put your best interest first.
If you want to make a difference, you have to do things different. As an independent investment advisor, we control our own future and shape our own culture away from the influence of shareholders or other outside interest.
How We’re Different
Being independent allows us to focus on what really matters – you.
We prioritize our clients’ best interests by independently crafting innovative, data-driven investment solutions. Our experience, personalized approach, and commitment set us apart. We help you achieve financial goals with tailored money management, exceptional service, unique insights, and a success-driven fee structure.
Our Fiduciary Approach
As a registered investment adviser, PR Curtman Investments upholds the fiduciary standard providing a clear assurance to our clients that we always act in your best interests and disclose any potential conflicts of interest. Upholding the fiduciary standard ensures that our firm’s structure, values, and culture are designed to always prioritize what is right for you.
Fee-only. No Commissions.
Our fee structure is simple and straightforward: it’s based on the size of the portfolio we manage for you. This means our success is directly tied to yours so we do better when you do better. We don’t make commissions – unlike some financial professionals who may push products or seek sales commissions, we only make trades in your portfolio when it aligns with our forward-looking market forecast and serves your best interests.
Personal Service
At PR Curtman Investments, we prioritize understanding your financial needs and providing you with the education, confidence, and comfort to reach your long-term goals. Our personalized, hightouch service ensures that portfolio management is just one part of our commitment to you. We are not here to sell you different investments we are here to be your trusted advisor and keep you informed about your portfolio, monitor your accounts, and provide guidance. Our goal is to provide you with exceptional service and clear communication, so you always know what’s happening with your investments and why.
Tailored Portfolios
At PR Curtman Investments, we adopt a comprehensive portfolio management approach, involving a thorough information-gathering process to create tailored portfolios for each client.
We consider various factors to develop optimal long-term investment strategies, including:
By considering these factors, we ensure that our investment strategies are tailored specifically to your unique financial situation and goals.
What We Do
Personal Wealth Management
We help individuals and families achieve their goals with detailed financial planning, tailored
investment portfolios and proactive, high-touch client service.
Investment Strategies
Thoughtful strategies designed around you and driven by research.
Retirement Planning
A retirement strategy helps you get retired and stay retired – bringing you peace of mind and a sense of freedom to the life you worked so hard for.
Estate Planning
Collaborating with your attorney, we’ll help create a strategy that safeguards your assets and upholds your legacy.
Unlocking Investment Potential with Precision
Comprehensive Care for Your Investment Needs
