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P.R. Curtman Investments offers personalized portfolios strategies built with high quality investments. Markets are ever-changing because the world we live is constantly changing.

Whether its individual stocks and bonds, ETF's or mutual funds you have or need in your current portfolio, P.R. Curtman Investments will help you make sense of what you have and what you need in order to customize a portfolio built with high quality investments so you stay on track with your investment strategy. 

How We Work

Understanding What's important to you.
Your portfolio of investments should be personalized, that's why it's important to really get to know each other - so we both have the same understanding about what is most important to you. Thing we should both understand include your goals, how comfortable you are with risk and how you prefer to work together.

I use an established process to build your portfolio strategy.
Without a process, it would be difficult to track any strategy. That's why I use an established process that helps me understand you so I can give personalized advice and create actionable steps to help your portfolio stay aligned with your personal goals and your portfolio objectives.

Partnering together with you to keep your strategy on track. 
Markets change. So does life. No matter what is thrown at you, or our relationship and my commitment to you won't change at all - I'll be hear all along the way. 

Here are just a few of the things you can expect from me:

  1. Providing you with regular reviews so you are up to date on how your portfolio is tracking.
  2. Identifying opportunities and risks in a timely fashion.
  3. Markets can do a number on you emotions as the economy booms and busts over time - that's why it is important to stay disciplined but also review your strategy and your assets at least once a year. I will help you keep you emotions in check with relevant information and advice curing market volatility.


Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

paulcurtman@gmail.com   |  636-751-8961