Investment Management

Investing can be confusing.  You may be afraid to take risks or may not be sure which risks to take at each stage of your life.  At CURO, we can help you with your investing needs by finding an allocation that is suited for what your goals are today and what they will be long into the future -- as we all know things change and life happens!  Your risk appetite will also change as you reach each of life’s milestones; we will be here along the way.

 

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We cater to your needs by:

  • Reducing overall investment risk

  • Creating reliable investment forecasts

  • Increasing your risk and return trade-off

 

We’ll help you build your portfolio, depending on your investment needs.  We offer advice and expertise on anything from:

  • Traditional investments you’ve probably heard of before: stocks, bonds, mutual funds

  • Less common investments you may not be familiar with: separately managed accounts, option strategies, short-term assets, annuities

  • Alternative investments: managed futures, hedge funds, oil and gas, tax shelters, real estate (involve higher risk and limited liquidity)

  • Employer-related plans: retirement plans, stock options & restricted stock, deferred compensation plans

Our goal is to help you find the investment mix that works for you and your risk comfort level.  We’ll take away the headache of worrying about investments, since you have so much more to focus on!

 

*Asset allocation programs do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained. Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.