We’re just two months into 2026, and it’s already clear that this will be another defining year for artificial intelligence—not only for the world at large, but for our industry and for Curi Capital. With that in mind, I want to share how our firm is thinking about AI and what I believe is most important for our clients to know.
At Curi Capital, we have always believed in staying on the leading edge of technologies that can strengthen our work and elevate your experience. AI is no exception. We see tremendous potential for tools that help us work more efficiently, uncover insights more quickly, and support better decision-making. But equally important is how we adopt these tools: responsibly, deliberately, and in alignment with our values.
Our firm’s core values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—guide every step of our approach.
- Accountability means we hold ourselves to the highest standards of stewardship when it comes to your data, your goals, and your trust.
- Curiosity drives us to explore new technologies and understand how they can genuinely enhance the work we do for you.
- Teamwork ensures that AI is used to support our people so that our advisors, analysts, and service teams can spend more time on the human relationships that matter. Like all prior technological innovations, AI will create new opportunities, new skills, and new jobs that we cannot yet predict.
- Inclusion keeps us focused on tools that help us remove bias, expand access, and improve the consistency and equity of our decision-making.
- And Service Commitment remains at the center: any technology we adopt must ultimately strengthen the care, clarity, and excellence you receive.
I know many clients have questions about how AI is being used across the industry and at Curi Capital. Let me be clear: we take data security and risk management extremely seriously. Every time we choose to work with a vendor, we recognize that we are opening a door to our data. We treat that responsibility with utmost gravity.
We have established a robust internal AI committee responsible for evaluating tools, overseeing security measures, and ensuring that our adoption of AI meets strict standards. We conduct detailed due diligence on every partner we bring into our ecosystem, and we set clear boundaries to ensure the sensitive information you entrust to us remains tightly controlled within the firm.
Our philosophy is simple: we are pro-technology, and we are uncompromising when it comes to protecting our clients. We are actively investigating, vetting, and using AI tools to make your experience better, whether that’s through improved research capabilities, more seamless operations, or enhanced responsiveness. What we are not doing is replacing our employees with a digital workforce. The expertise, judgment, and personal connection of our team are irreplaceable, and AI is here to support their work, not supplant it.
As AI continues to evolve, so will our approach. Our commitment to clients remains constant: to lead with integrity, to innovate responsibly, and to ensure that any technology we adopt strengthens the quality of our advice and deepens the trust you place in us.
Thank you for your continued confidence in Curi Capital. We look forward to navigating this exciting new chapter together.
Disclaimers
The opinions and analyses expressed in this newsletter are based on Curi Capital, LLC’s (“Curi Capital”) research and professional experience are expressed as of the date of our mailing of this newsletter. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future results, nor is it intended to speak to any future time periods. Curi makes no warranty or representation, express or implied, nor does Curi accept any liability, with respect to the information and data set forth herein, and Curi specifically disclaims any duty to update any of the information and data contained in this newsletter. The information and data in this newsletter does not constitute legal, tax, accounting, investment or other professional advice. Returns are presented net of fees. An investment cannot be made directly in an index. The index data assumes reinvestment of all income and does not bear fees, taxes, or transaction costs. The investment strategy and types of securities held by the comparison index may be substantially different from the investment strategy and types of securities held by your account.
The content contained herein was generated by Curi Capital with the assistance of an AI-based system to augment the effort.
