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Curbstone consultants utilize numerous resources and partners in bringing about effective planning and portfolio management systems for our clients.

For example, we utilize portfolio management software from Advent, the leading portfolio management system in the industry.  Our asset allocation models are constructed in Dynaporte, a dynamic optimization tool.   Our equity screens run 24/7 through Telechart, helping us pinpoint real time opportunities and research ideas and themes.  

We do not hesitate to recommend experts in taxation, law, or planning where it is believed such recommendations are required in the fulfillment of client objectives.