INVESTED 2025

In this edition of INVESTED, the Curi Capital team reflects on 20 years of purpose-driven growth, examines the evolving role of ETFs, and shares strategies for expanding access to financial advice through Wealth Builder. We also explore financial planning insights for physicians, ways to optimize retirement plans for business owners, and more perspectives designed to help you navigate change with clarity and confidence.

Download INVESTED 2025

20 Years of History: The Story of Building a Legacy Centered on Purpose and People

From a bold leap of faith to a lasting legacy—discover how RMB Capital’s people-first mindset evolved into the firm, culture, and new chapter that is Curi Capital.
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October 9, 2025

Exchange-Traded Funds: Understanding This Evolving Investment Tool

Exchange-traded funds have grown more complex. Here’s what investors need to know before diving in.
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October 9, 2025

Your Team, Your Terms: Collaborative Financial Planning for Every Chapter

Women face unique financial turning points. Our advisors consider what a meaningful planning partnership can look like for women.
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October 9, 2025

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Bridging the Advising Gap

Wealth Builder offers hands-on guidance to help close the persistent gap in who has access to wealth advising.
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October 9, 2025

Why I Changed My Mind About Working With a Financial Planner

Dr. Kourtney Kemp shares how taking the leap with a trusted advisor helped her find clarity, confidence, and balance.
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October 9, 2025

Congratulations, You're a Trustee! Now What?

If you’re named a trustee, here’s what it means and how to handle the responsibility wisely.
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October 9, 2025

The Retirement Savings Pyramid: A Benefit Guide for Business Owners

From a solid foundation to sophisticated options, our framework helps business owners design smarter, more strategic retirement plans.
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October 9, 2025

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AI and Investing: A Framework for the Future

AI is transforming the economy—and creating new investment opportunities at every phase.
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October 9, 2025

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How Qualified Charitable Distributions Can Lighten Your Tax Load

Qualified Charitable Distributions can help reduce your tax burden while supporting the causes you love.
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October 9, 2025

Get to Know Ann Guntli, CFA®

Meet Ann Guntli, partner, director of advisory services, who brings nearly two decades of experience in asset management, institutional advising, and client service to her work at Curi Capital.
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October 9, 2025

Get to Know Trevor Isham, CFP®

Get to know Trevor Isham, partner, senior wealth manager, who leads the Milwaukee and Chicago Western Suburbs offices with a focus on mentorship, long-term investing, and relationship-driven client service.
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October 9, 2025