XS
SM
MD
LG
XL

Meet the Curi Capital Team: Spotlight on Hannah Arthur, Senior Client Service Administrator

At Curi RMB Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion aiming to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. Get to know Hannah Arthur, Senior Client Service Administrator

Nurturing Generosity: Teaching Philanthropic Values Across Generations

Senior Wealth Manager, Sheldon Fox, shares insights into how philanthropic values and a culture of giving can be shared across generations.

Happy New Year!: Q1 2024 Market Commentary

Mark Paccione provides several timely action items you can take to best prepare your investment portfolio for what’s to come in the year ahead.

Targeting the Financial Needs of Women Physicians

Frances Cronlund explores the unique financial needs of women physicians and how a deeper understanding can help them achieve financial well-being.

Breaking Down Barriers: Private Markets Open their Doors to Individual Investors

Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity.  These asset classes have been around for decades with well-established roles…

FAST FACTS: “Catching Up” on Your Retirement Savings

Click to Download

Don’t Worry, Be Happy?: Q4 2023 Market Commentary

While the economy appears to be humming, there is popular sentiment to the contrary. The Atlanta Fed GDPNow, a real-time forecast of nominal U.S. GDP, is tracking at 4.9% as…

Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals…

Curi Capital Recognized as One of Fastest-Growing Firms in the U.S. by Citywire RIA for 2023

Raleigh, N.C. – August 21, 2023 – Curi Capital, the registered investment advisor (RIA) and full-service financial advisory business within Curi, has been selected for Citywire RIA’s 2023 “50 Growers…

Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them.

1 2 3

Curious to read more?

The new Curi Blog has launched, subscribe to get expert insights delivered right to your inbox.

VISIT THE BLOG

Curi RMB Capital, LLC (“Curi RMB”), is an investment adviser in Chicago, IL with other large offices in Raleigh, NC, Denver, CO, and Milwaukee, WI. Curi RMB is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of the firm’s current written disclosure brochure filed with the SEC which discusses, among other things, Curi RMB's business practices, services, and fees, is available through the SEC's website www.adviserinfo.sec.gov..