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The Curran Quality Index

We believe in long term investing. For 2 decades our flagship investment strategy has outpaced the S&P 500. We create comprehensive portfolios by investing in quality companies so individuals can preserve, protect and foster their financial future. To review the criteria involved in the Curran Quality Index, please see below.

Review the Curran Quality Index

Investment Performance

Our flagship investment strategy has outpaced the S&P 500 during multiple instances of market volatility since 1998.  

View Our Recent Performance Here

Risk Management 

With all of our services, risk management is an integral part for our investment committee, wealth strategist and relationship managers to assess your needs and wants in regards to your financial picture. 

Visit our blog Curran Views

Investment Committee

The quality of our firm begins with the quality of our professionals. We are small, but mighty. To view our full team, please go to the Team page.

Meet Our Investment Committee