Wealth Management

We formulate individualized projections grounded in conservative assumptions, constructing a practical roadmap towards your aspirations. By examining numerous “what if” scenarios and probabilities, we empower you to make informed, present decisions about savings strategies and spending behaviors that will influence your future

While not tax professionals, we adopt a tax-sensitive approach to your financial situation, seeking opportunities to minimize your current and future tax responsibilities. Additionally, we collaborate with your accountant to ensure that our actions are transparent and aligned with your overall financial strategy.

We believe your financial plan should endure beyond your lifetime. Working alongside your estate planning attorney, we help create a customized plan tailored to your unique circumstances, regardless of how simple or complex.

We guide funding for your children’s or grandchildren’s education by suggesting suitable savings options, strategies, and investments. Our process involves crafting personalized projections, assisting plan execution, and tracking progress toward your goals.

Our goal is to ensure your and your family’s safety and peace of mind. To do so, we assess your existing insurance coverage while identifying any coverage gaps that might heighten your exposure to insurable risks. If gaps are identified, we will work with you and your insurance professionals to address it.

Once we understand your philanthropic aims and gifting approaches, we seek to enhance execution and tax efficiency. This involves identifying appreciated securities in your portfolio for gifting and aiding in the transfer process.

We assist in optimizing your entire compensation package, integrating it seamlessly with your other assets and income streams. Our guidance includes strategies for stock option exercises, investment allocations, and compensation choices.

Our investment philosophy is simple yet purposeful. We seek long-term returns measured in years, not quarters or months. We focus on the fundamentals, performing intensive research and meeting with management and company leaders, and evaluating cash flows, not just prices. Our approach is conservative, yet opportunistic – balancing safety and risk while seeking to capitalize on market dislocations. Above all, we are disciplined in our approach, remaining true to our principles and staying the course of our investment philosophy.

Asset allocation is one of the most important determinants of long-term returns. We carefully consider risk and return potential across asset classes, focusing on long term strategic allocations and thoughtful tactical allocations.

We execute investment plans in the what we believe is the most effective and efficient way possible, building portfolios from the bottom‐up with an emphasis on layering in risk to achieve our investment objectives. This includes careful consideration of some of the most effective ways to mitigate risks, depending on the asset class or investment category.

Our Investment Management team works to identify what we believe are the appropriate securities to meet investment objectives, with careful consideration of individual stocks, bonds, and other securities. We believe that investment assets, like stocks or bonds, should be carefully evaluated on their own merits and should be concentrated in best ideas.

Being tax aware helps us to deliver better after-tax returns. Our team focuses on thoughtfully navigating gain realizations or harvesting losses, depending on market conditions.

Simply put, lower costs help improve returns. We’re committed to mitigating transaction costs and management fees through a long-term philosophy and low turnover approach aimed at reducing trading frequency and transaction costs. We also try to carefully manage trading activity to help reduce transaction costs in markets where liquidity is more limited.

Curi Capital’s success is built on the commitment of individuals who care deeply about serving your best interests. With a network of experienced professionals throughout the organization, you can benefit from having the full force of dedicated advisors and teams working to turn your goals into reality.

Our culture’s cornerstone is a tireless commitment to our values of: accountability, curiosity, teamwork, inclusion, and service commitment. Together, these values act as a gauge for assessing potential employees’ alignment with our company and current employees’ individual and team performance, ensuring that our clients’ goals and wellbeing are anchored at the center of each team’s work.

Our portfolios and services are designed to meet the specific needs and objectives of our clients. We align asset allocation targets with clients’ longer-term goals and investment objectives, constructing portfolios that target their specific investment objectives. We also build solutions to match the tax and legal considerations faced by each unique client.

Staying true to your long-term goals and objectives can be challenging in the face of an ever-changing world. We help clients stay the course despite short-term market noise, while seizing opportunities to strategically adjust and rebalance when they present themselves. Our approach is rooted in keeping clients focused and on track for what matters most to them.