A complete list of active advisors currently associated with Curi Capital, LLC

Warmer can help you find a great advisor at Curi Capital, LLC or one who fits your needs even better.

Curi Capital provides wealth management, investment management, retirement plan consulting, family office services and a subscription offering for early-career medical professionals. Its client base includes individuals and high-net-worth clients as well as institutional clients such as plan sponsors, pooled investment vehicles, mutual funds and private funds. The firm’s investment approach emphasizes a long-term, fundamentally driven process — bottom-up fundamental analysis for equities and a relative-value approach for fixed income — implemented across separately managed accounts, model portfolios, third‑party managers, mutual funds and private funds. Curi Capital offers both discretionary and non-discretionary services, and may aggregate in-house and external strategies when constructing client portfolios and retirement plan lineups. Distinctive features disclosed in the brochure include serving as adviser to registered open‑end investment companies (mutual funds) and acting as general partner/managing member or investment adviser to private funds that may charge performance‑based compensation; the firm also manages assets for an insurance company affiliate (Medical Mutual) and provides portfolio management for pooled vehicles. The brochure further notes that certain personnel are registered representatives of a non‑affiliated broker‑dealer in connection with Curi Capital‑sponsored mutual funds, and that the firm makes third‑party cash sweep solutions and held‑away participant account management services available to clients.

To learn more about the advisors currently working at Curi Capital, 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.

You can also browse Curi Capital, LLC's office locations.