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| Curran Investment Management |
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Overview:
Since 2004, Curran Investment Management has successfully served both individual and institutional clients with highly professional, top-caliber investment management.
For individuals, we help our clients achieve financial security with our personalized approach to wealth management, accumulation, and preservation. For our institutional clients, we deliver superior risk-adjusted returns in multiple portfolios.
Our trademark, Defining Quality ®, encapsulates our investment philosophy. We focus on quality as well as employing a disciplined, methodical approach to investing assets. This provides all types of clients with attractive portfolio returns. Our commitment to superior personalized service ensures our clients receive the attention they need and deserve.
Why Choose Curran Investment Management?
Investors today are faced with a myriad of investment firms offering countless solutions, making selecting an investment advisor a daunting task.
Like us, most investors believe that the products and services offered by major brokerage firms and banks are a commodity and are often only distinguishable by the common denominator - price.
We offer clients a unique alternative to the mass-marketed, generic delivery of investment services. Disillusion with the "one-size fits all" approach to financial services compelled us to create Curran Investment Management. We have made a commitment to recognize our clients' uniqueness and applaud it.
Our wealth management services are client-driven and dynamic. We work together to develop a thorough understanding of your needs and to create a strategic plan which is designed to meet your goals. Our sound investment management provides the discipline necessary to achieve your long-term objectives.
We focus on treating each client as if they were our only client, with an unparalleled level of personal service and attention. |
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History:
FIRM HISTORY
Our team of professionals are dedicated to helping you achieve financial security.
Thomas Curran, President and Chief Investment Officer of Curran Investment Management began his career at First Albany Corporation, where he spent 24 years. As Senior Vice President and part of First Albany Corporation’s Private Client Group, Tom formed “The Curran Group” in 1996 to provide his clients with discretionary investment management services paired with a strong commitment to personal service. In 1998, the Curran Core Growth Equity portfolio was incepted, commencing a long, independently verified track record of risk-adjusted large-cap domestic equity outperformance that is still ongoing today. We began our investment letter, Curran Views, to communicate our investment philosophy and belief in owning high quality companies for the long-term.
In 2000, First Albany Corporation sold its Private Client Group to First Union Securities. As part of First Union Securities and later through the merger with Wachovia Securities, we continued to build a diverse client base and introduce our investment management services to individual and institutional clients.
In 2004, Tom and his team of eleven investment professionals left Wachovia Securities and formed Curran Investment Management, a limited liability company and federally registered investment advisor.
All of us at Curran Investment Management are excited by the opportunity to build our own firm, one based on a culture of excellence and a commitment to providing comprehensive wealth management solutions with the highest level of personal service and attention.
In 2017, the firm expanded the scope of its services being offered to personal clients with the creation of Curran Wealth Management (CWM). Curran Investment Management (CIM) remains unchanged, serving both institutional and personal clients, and has become the primary business unit of CWM. The launch of CWM reflects the growing needs of the firm's personal client base, containing divisions which offer estate and tax advisory services, insurance and risk analysis, and strategic real estate planning. |
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