Curbstone Financial Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$383,295,861
Clients
267
Advisors
6
of 10 employees
About
Curbstone provides discretionary investment management to individuals (including high‑net‑worth clients) and a range of institutional clients such as endowments, charitable organizations, pension and profit‑sharing plans, and corporations. The firm focuses on portfolio construction, ongoing asset‑allocation management and retirement account rollovers, and does not offer standalone financial planning services — although advisors may discuss broader financial matters without separately implementing or billing for planning recommendations.
Portfolios are managed under a single Enhanced Relative Return strategy that emphasizes disciplined asset allocation documented in an Investment Policy Statement and implemented through an in‑house, independent investment process. The firm employs both fundamental and technical analysis across individual securities, mutual funds and ETFs, manages accounts on a discretionary basis, and conducts regular (at least quarterly) reviews of holdings and asset allocation.
Notable departures from many peers include a principal’s role as general partner of a privately offered limited partnership focused on encouraging women angel investors and investing in women‑led, locally based businesses; that fund is closed to firm clients, limited to accredited investors, and the principal reports no compensation for the general partner role. The firm also discloses a principal’s board service at a commercial bank and relies on Schwab Institutional custody and platform services that provide execution, research and operational support.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.50%
Main office
741 Chestnut Street
Manchester NH 03104-3002
Advisors at this office
6
Most active in
California · Florida · Louisiana · Maine · Massachusetts · New Hampshire · New York · Texas · Vermont
Also doing business as
Curbstone Financial Corporation · Curbstone Financial Management Corp. · Curbstone Financial Management Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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