Curran & Lewis Investment Management builds investment strategies around your life goals. They review your retirement income needs, education plans, and other aspirations, also considering your health and family situation. Curran & Lewis aims to understand your objectives, worries, and aspirations before recommending a portfolio. They also help assemble a team of other professional advisors, such as estate planning experts and tax professionals. They use a diversified investment strategy with cash, bonds, domestic equities, international equities, and real estate equity, using low-cost institutional mutual funds and ETFs.
Fee Structure
Curran & Lewis Investment Management charges a percentage of your portfolio each year. The exact fee is negotiated with each client based on the size of the account, prospective growth, and other factors. Fees are billed at the beginning of each quarter, based on the value of your portfolio on the last day of the previous quarter.