“Time is the friend of the wonderful business, the enemy of the mediocre.”
— Warren Buffett
Bond investors understand that a higher yield does not mean higher quality. They examine the borrower’s ability to pay.
Stock investors should make a similar distinction: a rising share price tells us how an investment has performed; earnings strength, financial soundness, and competitive position tell us about the quality of the business.
We believe owning high-quality businesses at reasonable prices offers the opportunity to outperform the broader market over time. But quality does not promise leadership every quarter or every year. The investor’s question is therefore twofold: “How have my shares performed—and is the business continuing to strengthen?”
While short-term performance deserves SOME attention, it should not become our definition of quality. We thank you for allowing us to be your trusted financial advisor. Please contact your Private Wealth Manager with any questions. A discussion with Kevin or myself can be arranged to cover our investment strategies and review your asset allocation.
Best,
Tom Curran
Founder& Co-CEO
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
