To our clients,
As many of you know, Silicon Valley Bank and Signature Bank have been closed by bank regulators.
We were invested in Silicon Valley Bank in Core Growth Equity and Mid Cap. Fortunately, in both strategies, the holdings owned were the smallest among our equities as a percentage of your total market value.
We do not directly own other bank shares in addition to Silicon Valley Bank.
As these events unfold, we will continue to keep you abreast of developments.
I am inviting you to call your Wealth Manager to ask questions and most importantly, I am inviting you to contact myself and Kevin directly.
Tom: 518-391-4290 | email@example.com
Kevin: 518-391-4210 | firstname.lastname@example.org
Thomas J Curran
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.