A complete list of active advisors currently associated with McCurdy & Andrew Investments, LLC
Warmer can help you find a great advisor at McCurdy & Andrew Investments, LLC or one who fits your needs even better.
McCurdy & Andrew Investments, LLC is a small, two-advisor registered investment adviser serving individuals (including high‑net‑worth clients), businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning, consulting, and both discretionary and non‑discretionary portfolio management, and it commonly advises on employer‑sponsored retirement accounts and insurance‑based products such as variable life and annuity contracts. The firm’s investment process combines fundamental analysis with an asset‑allocation approach derived from Modern Portfolio Theory, typically allocating among mutual funds, ETFs, individual equity and debt securities, and occasionally private placements. Portfolios are tailored to clients’ stated objectives, risk tolerance and time horizon, and McCurdy represents that it will act as a fiduciary for retirement account advice under ERISA/IRC rules. What distinguishes the firm from many peers is its industry affiliations and client mix: a principal is also an owner of an affiliated accounting firm and an affiliated insurance agency (with approximately 1% of time devoted to accounting activities and about 25% to insurance activities), and the firm reports serving insurance company clients and advising on assets held at underwriting insurance companies — relationships that create potential conflicts of interest the firm discloses and manages.
To learn more about the advisors currently working at McCurdy & Andrew Investments, 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 |
|---|---|---|
Sturbridge, MA
| 3
| |
Sturbridge, MA
| 37
|
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