Additional information

Profile:

Curbstone Financial Management Corporation is an investment advisory firm providing services to private and institutional clients. Our mission is to help our clients achieve their long-term goals by providing independent and objective advice that is tailored to their specific needs. Typical clients served include individuals, trusts, endowments, and retirement plans.

Many of our clients have little or no direct investment experience and come to us at the suggestion of other professionals. Thus it is our philosophy to emphasize education as part of our client orientation program. We engage our clients in multiple discussions designed to provide a stronger base of knowledge of the investment process, leading to greater understanding and appreciation of investment and risk management decisions.

As an independent firm, we are able to proactively address clients' unique concerns and issues in a timely, responsive manner. And we have the technological and professional resources typically found in larger institutional firms. Additionally, we partner with other professionals and outside specialists in the achievement of client objectives.

Our strength lies in our commitment and dedication to our clients. The relationship should personify a win-win for all parties, thus creating a lasting and mutually rewarding partnership.

Overview:

Curbstone Financial Management Corporation is a Registered Investment Adviser and a FINRA member firm specializing in the implementation of disciplined Asset Allocation Strategies designed to accomplish specific client objectives. We provide these asset management services to individuals, trusts, endowments, and retirement plans.

History:

Curbstone Financial Management Corporation is a registered investment advisory firm founded in 1983 and located in Manchester, New Hampshire. The company has three principals: Thomas M. Lewry, CFP®, Melvin Severance, CFP® and Pamela Diamantis.

Before founding Curbstone in 1983, Mr. Lewry had been Vice President of Fairfield & Ellis in Boston, Massachusets, and a representative of Buttonwood Securities, also in Boston.

Melvin J. Severance III, CFP®, has been senior strategist with the firm since 1986. Mel is a Certified Financial Planner and an Accredited Asset Management Specialist, specializing in asset allocation strategies for legal settlements and retirement accounts for over 18 years. In that capacity, Mel provides a unique combination of consultative services and asset management strategies for his clients.

Pamela Diamantis joined the firm in July 2006. During her twenty-five year career, Pamela has focused on the needs of high networth individuals while holding leadership positions at US Trust Company, State Street Global Advisors and Bank of Boston.

The firm provides investment advisory services to private and institutional clients. The firm also provides consultative services to legal and accounting professionals desiring computations for the valuation of U.S. Treasury funded structured settlement agreements.

The cornerstone of the Firm's philosophical foundation is based on putting the client's interests first and creating a win-win scenario. The Principals and Associates adhere to the highest standards of professionalism and ethics. Much like the early "curbstone brokers", every member of the Firm is committed and dedicated to exceeding clients' expectations over long time horizons.

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