In our most recent podcast, Kevin and I discuss how we manage your investments in the stock market.
Please watch the podcast to hear more about how Curran is “Defining Quality”.
We have written extensively about our view of quality and how important return on equity, earnings retained to equity and minimal dependence on debt contribute to a company’s ability to sustain earnings growth. Most people would agree that earnings growth is a key element unpredicting how share prices will perform.
Our Investment Committee factors the above-mentioned contributors to long-term portfolio growth into every investment decision we make. The results have been gratifying.
Consider our recent advertisement regarding our performance:
Sincerely,
Thomas Curran
Founder & Co-CEO
Curran Wealth Management
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.
