A complete list of active advisors currently associated with Curtis Capital Advisors

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

Curtis Capital Advisors serves individual investors, high-net-worth individuals, and trusts with discretionary and non-discretionary portfolio management, standalone financial planning, and occasional referrals to third-party investment advisors; the firm does not impose a stated account minimum. These services are delivered to a relatively small client base consistent with a boutique, supported firm model. The firm emphasizes strategic asset allocation, a bias toward low-cost index mutual funds and ETFs, and an explicit policy against market timing, while also focusing on investor behavior and retention as a core source of value. Portfolios are diversified across equities, fixed income, and cash equivalents and are implemented to align long-term return potential with each client’s stated risk tolerance. Distinctive features include a recent founding and a small adviser team managing a sizable amount of assets, and a formal referral program in which the firm will refer clients to—and receive compensation from—third-party advisors (clients receive disclosure of those arrangements); Curtis Capital does not monitor assets once placed with those third parties. Related persons may also be licensed insurance agents who earn commissions on insurance sales, and the firm recommends a specific custodian while disclosing receipt of platform products and services that could create conflicts of interest.

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