We’re proud to announce the closing of our merger with RMB Capital, a critical step in expanding our geographic reach, services, and offerings—and building on our combined legacies of putting clients at the center of everything we do. Learn more. https://hubs.li/Q02f04d-0
Curi Capital
Financial Services
Raleigh, North Carolina 1,021 followers
Helping our clients build true wealth—however they define it.
About us
Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net worth families, and businesses. We’re a solutions-based firm with a high-touch, client-centric focus. We take a team approach to investment management and planning that emphasizes collaboration and innovation at the highest level. We were founded on the idea that achieving true wealth can mean something different to everyone. It could be providing for loved ones, enjoying life’s pleasures in retirement, or the peace of mind that comes with being prepared for unexpected twists and turns. Investment advisory products and services are offered through Curi Capital, an investment advisor registered with the SEC. Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice, nor does Curi Capital. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.
- Website
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http://curicapital.com
External link for Curi Capital
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Raleigh, North Carolina
- Type
- Privately Held
- Specialties
- Wealth Management, Retirement Planning, and Institutional Consulting
Locations
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Primary
Get directions
700 Spring Forest Rd
Suite 235
Raleigh, North Carolina 27609, US
Employees at Curi Capital
Updates
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Curi Capital reposted this
Volatility and dispersion often pick up during periods of stress, underlining the importance of active management in unpredictable market environments. Take an in-depth look at the case for active management and review key takeaways at https://lnkd.in/gjiCrb2F.
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Curi Capital reposted this
Couples can potentially avoid the tension that often accompanies financial strain through engaging in open communication and proactive planning early on. Senior Wealth Manager Loren Knaster, CFA, CFP®, shares some essential discussions couples should engage in prior to tying the knot. Read more at https://lnkd.in/gWPPpDkW.
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Curi Capital reposted this
Is now the time for an active portfolio management approach? Since the COVID pandemic, markets have experienced a new regime of greater volatility and uncertainty. Active managers can take advantage of these conditions by identifying and focusing their investment in companies with strong fundamentals. Take an in-depth look and review key takeaways at https://lnkd.in/gjiCrb2F.
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Curi Capital reposted this
Mohini McCormick, CFP®, and Christa Madison CFP, CRPC, from Curi RMB Capital’s Chicago Western Suburbs office were panelists at the recent InvestmentNews Women Advisor Summit, discussing current and emerging economic and market trends and business development. Congratulations to Mohini and Christa for their thought leadership in the industry on these issues! Read more at https://lnkd.in/dUgpJ-6b.
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Curi Capital reposted this
All-time stock market highs are often followed by additional all-time highs as these patterns repeat over the long-term economic cycle. Over 75% of the stock market’s best days have occurred during a bear market or the first two months of a new bull market. Learn more about why we believe fundamentals will be key for stocks in 2024. https://lnkd.in/g5v_wZnq
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Curi Capital reposted this
Preliminary estimates show the U.S. economy grew by 1.6% in the first quarter, the slowest pace in nearly two years. With three consecutive warmer-than-expected Consumer Price Index prints, inflation remains well above 2% and market expectations for rate cuts are fading. Read more in our latest Market Commentary. https://lnkd.in/dZaxWGBT
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In light of our merger with RMB Capital at the start of the year, we invite you to follow us at our new Curi RMB Capital account to stay connected with our latest news and insights. → https://lnkd.in/ec7S6Qin
As of January 1, RMB Capital and Curi Capital have formally merged to become Curi RMB Capital. We’re excited to embark on our joint future and to continue serving our clients as a combined firm. “This merger is an important step for both firms,” said Richard M. Burridge, Jr, Executive Chairman and co-Chief Investment Officer of Curi RMB Capital. “The combined firm is able to move forward with permanent, long-term capital, which is a true differentiator in our industry. It ensures that we can make long-term decisions that will benefit both our employees and our clients for decades to come.” “It’s an exciting day for us to have this transaction completed, and it’s just the beginning of our bright future together,” said Dimitri P. Eliopoulos, CEO of the combined firm. “We’re eager to hit the ground running serving our clients as Curi RMB Capital.” Please visit the link below for more information on the Curi RMB Capital merger or contact your advisor with any questions.
Curi RMB Capital: A New Chapter Firmly Rooted in Our History
rmbcapital.com
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Curi Capital reposted this
With the Great Wealth Transfer underway, you may be in line to inherit an IRA or other retirement account at some point. Unique rules apply to inherited IRAs, and advisor Olive Mitchell, CFP®, shares what you should know to help you manage your inheritance effectively. https://lnkd.in/g4fnWHiH
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Curi Capital reposted this
We recently took a look at the cost of holding cash, including the opportunity cost of cash relative to U.S. stocks. Follow this link for our key takeaways and to learn more in our three-minute video from Ann Guntli, CFA, director of advisory services. https://lnkd.in/gxsJAtJm
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