Paul Curtman, founder of P.R. Curtman Investments in 2021, set out to create a firm that prioritizes client needs above all else. Recognizing the distractions caused by the growing focus on politics and social agendas in the advisory sector, Curtman aimed to steer his firm away from these influences and concentrate on delivering straightforward, effective financial guidance.
With a background in investment strategy dating back to 2008, Curtman brings a wealth of experience to his role. His expertise lies in understanding market trends and crafting investment plans that meet the specific needs of his clients. At P.R. Curtman Investments, the approach is centered on offering transparent, personalized advice, ensuring that clients receive strategies that align with their financial goals.
Under Curtman's leadership, P.R. Curtman Investments is committed to providing high-quality, focused investment services. The firm stands out for its dedication to integrity, client-focused planning, and a clear, no-nonsense approach to financial advising.
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At P.R. Curtman Investments, we prioritize clear, easy-to-understand fees, and competitive fees. Aligning with your interests is key to us. That’s why we offer a simple flat fee that is based on the size of your portfolio. This way, we do better when you do better.
And unlike some firms, we will never bill you for appointments, research we conduct on your behalf, or for reports.
We'll also never come up with any add-on fees adn we never charge commissions. It really is, and should be, that simple.
Being a privately-owned firm, we have the freedom to chart our own course, free from the influence of shareholders or external pressures.
We believe this autonomy positions us to more effectively serve our clients' best interests and adopt innovative approaches that set us apart in our industry.