Each quarter, Zephyr releases its “PSN Top Guns” ranking, an important reference for plan sponsors, investors, and asset managers, showcasing the best performing separate accounts, managed accounts, and managed ETF strategies. While Curran Wealth Management received awards in 3 different categories for the awards quarter ending 6/30/2025, we want to highlight 1 Small Midcap Universe award in particular, PSN Top Guns 5-Star #1 ranking.
Small Midcap Universe
The Small Midcap Universe is made up of companies with market capitalizations between $350 million and $10 billion. These strategies seek to outperform the Russell 2500 Growth Index by taking advantage of the diverse opportunities provided by companies of this size.
Small-Mid Growth - 12 Quarters (3 Years) Ending 6/30/2025 – Curran’s SMID Cap Equity portfolio ranked 1st in a universe of 74 products from 57 firms with a rate of return (RoR) of 16.2%*. The Russell 2500 Growth Index (the index to which this category is benchmarked and measured against) returned 12% for the same period.
The PSN Top Guns 5-Star award recognizes that Curran’s Smid Equity strategy has delivered both superior total returns than the Russell 2500 Growth benchmark and superior risk-adjusted returns relative to its peer group. When a manager outperforms a relevant benchmark while exhibiting a lower standard deviation of returns relevant to its peers, it signifies that the manager is achieving higher returns with less volatility. This suggests a superior risk-adjusted performance, potentially indicating skillful stock selection or a more effective investment strategy. In addition Curran’s SMID Cap Equity has been awarded both PSN’s Top Guns 4 Star and 6 Star awards.
Our Mission
At Curran, our goal is to outperform market indices and provide our customers with a higher rate of return through active portfolio management. We do this by identifying quality companies, investing in a small, diversified number of them, and monitoring their performance, all while remaining nimble enough to make strategic changes quickly and efficiently. These rankings help illustrate the effectiveness of our strategies.
We thank you for allowing us to be your trusted financial advisor. Please reach out to your Private Wealth Manager with any questions.
Best,
Kevin Curran
Co-CEO & Chief Investment Officer
4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.
6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
