A complete list of active advisors currently associated with P.R. Curtman Investments LLC
Warmer can help you find a great advisor at P.R. Curtman Investments LLC or one who fits your needs even better.
P.R. Curtman Investments LLC is a state‑registered, single‑advisor independent advisory firm managing approximately $15.7 million for roughly 34 clients. The firm provides individualized investment management, ongoing comprehensive financial planning, project‑based planning, and business and retirement planning for individuals, high‑net‑worth clients, corporations, and charitable organizations. The firm develops tailored investment policies and asset‑allocation targets through personal consultations and supervises discretionary accounts with quarterly reviews; its investment process references fundamental, technical, cyclical analysis and Modern Portfolio Theory. Financial planning services are delivered as written or electronic reports with annual reviews and ongoing monitoring across areas such as cash flow, college savings, tax strategies, insurance, and estate planning. PRCI offers paid financial literacy and educational content via a subscription newsletter and makes a third‑party estate‑planning platform available to clients, services the firm treats as separate from its personalized advisory work. The firm’s client list explicitly includes charitable organizations and emphasizes educational outreach within its planning services, a combination that is less common among solo independent advisers.
To learn more about the advisors currently working at P.R. Curtman 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 |
|---|---|---|
Milton, FL
| 10
|
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