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Profile | Our Name | History | Regulatory

Curbstone Financial Management Corporation is an investment advisory firm providing advisory services to private and institutional clients who seek a conservative investment strategy as applied to either income or diversified growth accounts. 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.

Many of our clients have little or no direct investment experience and come to us at the suggestion of other professionals. It is thus our philosophy to emphasize education as part of our 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.

As a small firm, we recognize the frequent failings in larger institutions and make every effort to provide the consultative qualities more common among consulting firms and the investment advisory resources available at larger institutions. In so doing, we aggressively partner with other advisory resources and frequently employ outside management resources in the achievement of client objectives.

Philosophically, we are a completely "client-focused" advisory firm. Our educational orientations, our risk-assessment techniques, our fee schedules, our custodial relationships, and our reporting standards all far exceed that traditionally available in the industry. For that reason, we have minimized client turnover and maximized client satisfaction.