An upward angle shot of the exterior of a modern building

The Changing Real Estate Investment Landscape

October 11, 2024

Subtitle Learn how our team approaches prospective investments with shifts in societal trends and technological advancements in the current real estate market.

Byline Andy Baker, CFA®, Partner, Director of Private Markets, Portfolio Manager

When you think about real estate as an investor, it helps to take a big-picture view. Real estate supports the way we live, work, socialize and travel. And when we see major changes across society to the way we do these things, the real estate industry generally adapts and changes, too.

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Headshot of Tom Fanter over a blue Curi RMB capital themed bacground

Employee Profile — Tom Fanter

October 11, 2024

Subtitle Get to know Tom Fanter, Partner and Director of Equities and Portfolio Manager, who leads our public equity investment team.

INVESTED: Tell us a bit about your role and history at Curi RMB Capital. 

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Close up of GLP 1 distributors on a blue background

The GLP-1 Drug Revolution: Getting to Know This Emerging Sector

October 11, 2024

Subtitle Analyze the rise of GLP-1 drugs, their market potential, and the investment risks for biopharmaceutical firms and suppliers.

Byline Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

Despite the already intense popularity of GLP-1s, the GLP-1 drug market still faces massive potential for growth. Less than 1% of the U.S. population is currently being treated by GLP-1s, while it is conservatively estimated that approximately 3 in 10 Americans either suffer from diabetes or are clinically obese. If even 10% of the population adopts GLP-1 drugs over the next decade, that would represent more than 30 million patients in the U.S. alone.

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Jenn Shepard joins Curi RMB Capital Chicago North Shore office

Jenn Shepard Joins Curi RMB Capital as Senior Wealth Advisor

September 30, 2024

Curi RMB Capital welcomes Jenn Shepard, CFA®, CPWA®, CFP®, as Senior Wealth Advisor in our Chicago North Shore office. With extensive experience in wealth management and a deep commitment to client service, Jenn will work directly with clients to help them achieve their financial goals through tailored financial planning and investment management strategies.

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Dad and daughter viewed from behind holding hands, with briefcase and backpack

How Physician Parents Save for College

September 23, 2024

Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

With the back-to-school season upon us, this is a great time to reassess your college savings plan for your children. As a physician, we know you have unique considerations and opportunities when planning for your children’s college education. Early preparation is key, so let’s go over four key questions to help for proper and effective planning. 1. What is the estimated cost?

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Chain links with digital numbers all over

Protecting Yourself from Financial Fraud in the Digital Age

September 16, 2024

Byline Janek Pedersen, CFP®, Partner, Wealth Advisor

We live in an increasingly digital world, making financial fraud more prevalent, sophisticated, and an overall higher risk. While online banking, shopping, and investing offer extreme convenience, engaging in these digital financial activities also come with the risk of exposure to various types of fraud. As technology advances, so do the opportunities for fraudsters. How can you protect yourself from their methods? Here are several strategies that address these evolving threats.  Adopt Strong Digital Security Practices

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