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2019 GIPS Annual Disclosures

CLICK HERE FOR THE GIPS DISCLOSURE Pdf

Dear Clients and Prospective Clients:

  GIPS are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report their investment results to prospects and clients.  We voluntarily abide by the standards.  Compliance is not mandated by law or regulation.  

To verify that we follow GIPS we subject our firm’s composite construction requirements as well as our performance processes and procedures to calculate and present performance to an audit examination.  We utilize the services of the Spaulding Group and have attached its opinion letter as well as our disclosure presentations for several of our firm’s investment strategies.    

If you have any question about the Standards, our claim, or require any other information, please let us know.

 Sincerely,

Kevin T. Curran, CFA
President, CIO & Portfolio Manager

Please check with your Curran Wealth relationship manager,
or contact Curran Wealth Management if you have any questions.
 518.391.4200 •
info@curranllc.com


The material contained in this article is for educational and informational purposes only.  The information herein is considered to be obtained from reference sources deemed reliable, but no representation or warranty is made as to its accuracy or completeness.  This article is not, and should not be regarded as “investment advice” or construed as a “recommendation” or an offer to buy or sell a security.  The information contained in this article may not apply to your personal circumstances.  Before making any decision or taking any action, you should consult a professional advisor who has been provided with all pertinent facts relevant to your particular situation.  Information on taxes is based on the tax laws existing at the time of publication.  Tax laws are subject to continual change.  In addition, tax laws vary by state.  This article is not, and should not be regarded as tax or legal advice.  We cannot ensure tax consequences of any transaction.  If you would like a detailed analysis of your tax situation, with specific tax recommendations, you can discuss the possibility of pursuing a formal relationship with Hippo Tax Services, LLC.