A complete list of active advisors currently associated with Curbstone Financial Management Corp.

Warmer can help you find a great advisor at Curbstone Financial Management Corp. or one who fits your needs even better.

Curbstone Financial Management Corporation provides discretionary investment management to individuals (including high-net-worth investors) and institutional clients such as endowments, charitable organizations, pension and profit-sharing plans, and corporations. The firm documents client goals and risk tolerances in an Investment Policy Statement and offers guidance on retirement-plan rollovers while acknowledging its fiduciary duties when advising on retirement accounts. The firm employs a single named strategy, the Enhanced Relative Return Strategy, which sets asset-allocation ranges across stocks, bonds, and money market funds and emphasizes broad diversification, quality, liquidity, and cost control. Portfolios are managed on a discretionary basis under each client’s IPS, applying both fundamental and technical analysis, with reviews conducted at least quarterly by an internal investment committee. An uncommon feature for a firm of this size is its involvement in private fund sponsorship: a firm principal serves as General Partner of IMPACT NH SERIES FUND, LP, a small limited partnership (anticipated at or below $1,000,000) focused on encouraging women angel investors and investing in businesses with women CEOs or substantial female executive participation; Curbstone clients are explicitly excluded from participating in that offering. The firm also discloses a principal’s separate role as a bank director and shareholder and notes its custody and execution arrangements through Charles Schwab Institutional, along with the governance steps it takes to address related conflicts of interest.

To learn more about the advisors currently working at Curbstone Financial Management Corp., 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.