Curbstone Financial Management Corporation
Overview
Curbstone Financial Management Corporation is a registered investment adviser based in Manchester, New Hampshire, offering asset management services to individuals, trusts, and retirement plans. The firm specializes in implementing disciplined asset allocation strategies tailored to meet specific client objectives, emphasizing that financial planning advice is accessible to everyone, regardless of wealth. Established in 1983, Curbstone provides investment management services on a discretionary basis, focusing on asset allocation strategies sensitive to each client's return requirements, tolerance for risk, time horizon, and income needs. The firm collaborates with clients to develop appropriate investment objectives and constructs portfolios aligned with these goals. Curbstone Financial Management Corporation is registered in multiple states, including New Hampshire, Massachusetts, and Texas. The firm's fee structure is asset-based, and it serves a diverse clientele, including retail investors, high-net-worth individuals, pension plans, and charitable organizations. The firm's assets under management are approximately $372 million, with an average account size of $622,100. The firm's investment philosophy emphasizes independent, objective, and thoughtful financial guidance, aiming to help clients develop comprehensive plans for their financial futures. Their approach underscores the importance of having a strategic plan in place, particularly when it comes to managing money effectively. Curbstone Financial Management Corporation is led by President Thomas M. Lewry, with other principals including Melvin J. Severance III and Pamela Diamantis. The firm is registered with the SEC and operates under the firm CRD number 13348.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Curbstone Financial Management Corporation
What sectors does Curbstone Financial Management Corporation invest in?
Curbstone Financial Management Corporation invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Manchester, New Hampshire, United States. Curbstone Financial Management Corporation is listed as a institutional investor in the ConnectSafely investor database.
What stage does Curbstone Financial Management Corporation invest at?
Curbstone Financial Management Corporation backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Curbstone Financial Management Corporation invest in?
Curbstone Financial Management Corporation invests across United States.
Who are the partners at Curbstone Financial Management Corporation?
Team members listed for Curbstone Financial Management Corporation include Thomas Lewry (President) and Pamela Diamantis (Principal).
What companies has Curbstone Financial Management Corporation invested in?
Curbstone Financial Management Corporation's portfolio includes Apple, Microsoft, Amazon, Johnson & Johnson, ExxonMobil, Procter & Gamble, Visa and Pfizer.
How do I contact Curbstone Financial Management Corporation?
Curbstone Financial Management Corporation's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
