P.R. Curtman Investments is a Registered Investment Advisory firm with the long-term mission to protect the purchasing power of its clients, and to increase the value of their portfolios over time.
Our relationship is important. We believe that any successful relationship requires a sense of personal compatibility. This implies a clear understanding of goals and objectives as well as a mutual appreciation for a shared set of common values.
We understand that our clients capital represents the savings and land in many cases, a lifetime of work. We have the utmost respect for its irreplaceability. To accumulate savings requires time, effort and sacrifice. To keep it, in some cases, can be very difficult.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.