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Defining Quality®

Ranked top ten Large Core Equity and midcap Strategy by Broadridge Lipper

What's Your Risk Number?

We create comprehensive portfolios by investing in quality companies so individuals can preserve, protect and foster their financial future.



The Curran Team takes on the 2022 CDPHP Workforce Challenge!


Wealth Management

For individuals looking to achieve financial security through personalized wealth management please watch this video or click on the button above to learn more about our services.


Investment Management

For institutional investors or consultants interested in institutional equity portfolios please watch this video or click on the button above for more information.


Tax Preparation Services

Tom Curran owns and operates HIPPO Tax Services alongside CPA Alexis Meeks. Curran and HIPPO work hand in hand. Whether you are interested in solely tax services or aligning your investments with a tax strategy, view this video or click on the button above to visit HIPPO's website.