At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results.
Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services.
Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle.
Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders.
Important disclosures:
As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at info@curicapital.com.
This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing.
For more information on Curi Capital, please call 312.993.5800 or email us at info@curicapital.com.
Company Details
- Employees
- 210
- Founded
- -
- Address
- 1 N Wacker Dr, Suite 3500,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.curicapital.com
- Keywords
- Wealth Management, Asset Management, Retirement Plan Consulting, Alternative Investments, Family Office Services.
- HQ
- Chicago, Illinois
Curi Capital Questions
Curi Capital's website is http://www.curicapital.com
Curi Capital's LinkedIn profile is https://www.linkedin.com/company/curicapital
Curi Capital has
210 employees.
View email and phone details for 210
employees at Curi Capital.
Curi Capital's industry is
Financial Services
Curi Capital's top competitors are
Cresset,
Hightower Advisors,
Curi,
Savant Wealth Management,
Kovitz,
Mariner,
Altair Advisers,
The Mather Group, Llc,
Calamos Investments,
Gresham Partners.
Curi Capital's categories are Financial Services
Curi Capital's founding year is 2005
