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2018 GIPS Annual Disclosures


At Curran Investment Management we believe in abiding by the highest ethical standards and principles.  When it comes to performance, it means adhering to GIPS, global investment performance standards.  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, CFAPresident & Chief Investment Officer 

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. It is not, and should not be regarded as “investment advice” or construed as a “recommendation” or an offer to buy or sell a security.  CIM, LLC does not provide tax or legal advice.  No one connected with CIM, LLC can ensure tax consequences of any transaction.  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.