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Home > Financial Services > Stock Brokers > Curbstone Financial Management Corporation
Curbstone Financial Management Corporation
Curbstone Financial Management Corporation is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company is a registered investment advisory firm founded in 1983 and located in Manchester, New Hampshire. The company is owned by Thomas M. Lewry, CFP.
The firm provides investment advisory services to private and institutional clients who seek a conservative investment strategy as applied to either income or diversified growth accounts. The firm also provides consultative services to legal and accounting professionals desiring computations for the valuation of United States Treasury funded structured settlement agreements. The firm specializes in the implementation of disciplined asset allocation strategies designed to accomplish specific client objectives. Typical clients served include individuals, trusts, endowments, and retirement plans.
They believe that a portfolio's asset allocation is a major determinant of both performance and risk. Therefore, each of their clients has a specific asset mix which is dependent upon that investor's particular time horizon, risk profile and investment objective. When they established their asset management system, a great deal of thought was given to the protections afforded their clients. Abuse of clients at the hands of trustees, brokers, and judges are not uncommon in the news, and for this reason they have established safeguards in their management system to provide the ultimate level of protection and comfort to their client.
Many of their clients have little or no direct investment experience and come to them at the suggestion of other professionals. It is thus their philosophy to emphasize education as part of their client orientation program. Clients are urged to engage in multiple discussions and orientations designed to provide a stronger base of knowledge of the investment process, leading to greater understanding and appreciation of the investment management process and risk management decisions.
They practice dynamic asset allocation, defined as a series of asset allocation decisions based upon current market dynamics, client time horizon, and income needs. Although no discipline guarantees investment success, a disciplined approach to asset allocation tends to increase predictability of return and decrease volatility of return. This is a valuable approach for the client who desires to smooth the peaks and troughs of investment experience over time.
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