We are pleased to announce we have been awarded PSN Top Guns distinctions for our Curran Core Growth Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, period ending March 31, 2022.
“It’s an honor to be recognized again by PSN’s Top Guns. In this environment, it’s challenging to outperform and maintain investment discipline.” ~ Kevin T. Curran, CFA, Co-CEO and Chief Investment Officer, Curran Investment Management
Curran Investment Management’s Curran Core Growth Equity Strategy Designation Includes:
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
In the 4-star category the Curran Core Growth Equity Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the most recent three-year period then become the 4 Star Top Guns.
Top Guns rankings, recognize manager achievement and outperformance measured against their benchmarks. The complete list of PSN Top Guns can be located at Zephyr's PSN Universe Database.
For more information about Curran, visit www.curranllc.com
Past Performance does not guarantee future results. The information herein is considered to be obtained from reference sources deemed reliable. All Investments carry risks, including possible loss of principal.
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.
