Curbstone Financial Management Corporation is an investment advisory firm providing services to private and institutional clients. Our mission is to help our clients achieve their long-term goals by providing independent and objective advice that is tailored to their specific needs. Typical clients served include individuals, trusts, endowments, and retirement plans.
Many of our clients have little or no direct investment experience and come to us at the suggestion of other professionals. Thus it is our philosophy to emphasize education as part of our client orientation program. We engage our clients in multiple discussions designed to provide a stronger base of knowledge of the investment process, leading to greater understanding and appreciation of investment and risk management decisions.
As an independent firm, we are able to proactively address clients' unique concerns and issues in a timely, responsive manner. And we have the technological and professional resources typically found in larger institutional firms. Additionally, we partner with other professionals and outside specialists in the achievement of client objectives.
Our strength lies in our commitment and dedication to our clients. The relationship should personify a win-win for all parties, thus creating a lasting and mutually rewarding partnership.