A complete list of active advisors currently associated with Curtis Advisory Group, LLC
Warmer can help you find a great advisor at Curtis Advisory Group, LLC or one who fits your needs even better.
Curtis Advisory Group provides portfolio management, financial planning, pension consulting, investment oversight, and tax preparation and representation services to individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers ongoing discretionary portfolio management as well as participant account management for held‑away retirement plans and consolidated investment oversight. The firm tailors strategies to clients’ goals, time horizons, and documented risk tolerances and typically implements liquid portfolios using exchange‑traded funds and mutual funds while also employing options, margin, and both long‑ and short‑term trading where appropriate. Curtis Advisory Group uses a mix of quantitative, fundamental and technical methods (including modern portfolio theory, charting, and cyclical analysis) and may allocate portions of mandates to third‑party subadvisers while conducting regular performance reviews. Distinctive features noted in the brochure include managing roughly $573.7 million in assets with a small adviser team (three advisors), resulting in a comparatively high assets‑per‑advisor profile, and the addition of in‑house tax preparation and representation services provided by qualified personnel. The firm’s principals hold life‑insurance and real‑estate licenses and maintain an ownership interest in a consulting company that operates an insurance brokerage, and the firm requires use of specified custodians (including Schwab and Interactive Brokers) and receives institutional services that it discloses as potential conflicts of interest.
To learn more about the advisors currently working at Curtis Advisory Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Santa Barbara, CA
| 25
| |
Santa Barbara, CA
| 3
| |
Santa Barbara, CA
| 15
|
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