Broadridge Lipper just announced their rankings for Top 20 Money Managers for Q4 2021 and our Curran Core Growth Equity Strategy was listed #1 total return in a 5-year period in the U.S Large Cap Growth Equity category. Our under the U.S Large Cap Growth & Value, U.S Growth and Value and Midcap Growth equity categories.
Awards for CIM’s Curran Core Growth Equity Strategy in the Large Cap Growth and Value Asset Class Include:
Awards for CIM's Curran Core Growth Equity Strategy in the U.S Growth and Value Asset Class Include:
Awards for CIM's Midcap Strategy in the U.S Growth and Value Asset Class Include:
To achieve a Lipper ranking for Best Money Managers performance is calculated net of fees, on an investment strategy asset base which is at least $10 million dollars, inclusive of all cash reserves, calculated in U.S dollars and the classification of the product must fall into one of the categories Lipper ranks. Curran’s Core Growth Equity strategy falls under the U.S Large-Cap Growth & Value Equity category.
“We are pleased that our Curran Core Growth strategy continues to be ranked among Lipper's Best Money Managers.” — Kevin T. Curran, Co-CEO and Chief Investment Officer
As a Registered Investment Advisor headquartered in Albany, NY we serve both individual and institutional clients nationally with an additional office in Cape May. Curran has over $587 million assets under managements (AUM) as of12/31/2021.
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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.
