The Curtis Company

The Curtis Company is an advisory firm that specializes in introducing wealthy, qualified clients to other registered investment advisors who own and manage private equity firms. The firm does not manage public stock and bond portfolios, trade publicly registered securities, or offer traditional financial planning services. Instead, the business focuses on facilitating connections to alternative investment managers in private equity to help enhance the overall risk-adjusted returns of a client's portfolio. The firm is compensated through negotiated cash retainers and success fees paid when assets are acquired for management.