How does the advisor help clients – Key Takeaways:
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is dedicated to providing financial expertise and guidance to its clients. The firm specializes in investment management, retirement planning, and wealth management strategies. With a team of experienced advisors, CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. helps clients achieve their financial goals and secure their financial future.
Facts and Insights
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. has over $500 million in assets under management. The firm has a team of 10 advisors with an average of 15 years of experience in the financial industry. They have been in business since 1999, providing their clients with reliable and effective financial solutions.
The advisors at CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. have a deep understanding of the financial markets and use their expertise to create personalized investment strategies for each client. They also offer comprehensive financial planning services, taking into consideration factors such as risk tolerance, time horizon, and financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 1999 |
Financial Services Offered
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. offers a wide range of financial services to its clients. These include investment management, asset allocation, retirement planning, tax planning, estate planning, and wealth management strategies. Their team of advisors has the knowledge and experience to help clients in all areas of financial planning and management.
Client Types
The firm caters to a diverse group of clients, including individuals, families, and businesses. They work closely with each client to understand their specific needs and create customized financial plans that align with their goals and objectives.
Fees & Compensation
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is a fee-only firm, which means they do not earn commissions or receive compensation from financial products they recommend. Instead, they charge a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests. This fee structure allows for transparency and eliminates any potential conflicts of interest.
Background
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. was founded in 1999 by John Curran and Mary Lewis, both seasoned financial advisors with a passion for helping individuals and families achieve financial success. Today, the firm has grown to become a leading provider of financial services, known for its personalized approach and commitment to client satisfaction.
Financial Advisor Disclosures to Know
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and must disclose any potential conflicts of interest. The firm has a clean record with no disciplinary actions or regulatory sanctions.