A complete list of active advisors currently associated with Curbstone Advisors LLC

Warmer can help you find a great advisor at Curbstone Advisors LLC or one who fits your needs even better.

The firm provides personalized portfolio management and ongoing investment supervision to individual clients on a fee-only basis, typically charging fees as a percentage of assets under management. It offers tailored asset-allocation strategies and places trades on a discretionary basis while custodians hold client assets independently. Investment decisions begin with a strategic asset-class allocation and emphasize a cyclical, contrarian approach — buying into market weakness and selling into strength over multi-year phases — with portfolios built largely from low-cost ETFs supplemented by selected individual stocks, laddered fixed-income, and modest allocations to alternatives. The firm maintains liquidity for opportunistic buying (sometimes holding substantial cash allocations during rallies) and uses automated rebalancing tools as part of its implementation process. Compared with many peers, the firm serves clients through a sponsor relationship with an automated wrap-fee platform, retaining responsibility for model selection and target allocations while that platform executes continuous rebalancing and bundled trading. It also requires clients to use its chosen custodians rather than accepting client-directed brokerage, and it does not accept proxy-voting authority, leaving voting responsibility with clients.

To learn more about the advisors currently working at Curbstone Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.