Who We Are
At Curran & Lewis, there is no hidden agenda (costs and fees are fully disclosed in our ADV), and there are no third-party influences to color our financial and investment recommendations. We do not represent any product or any company; we represent only the client. This allows us to concentrate on providing the highest level of personalized service and to offer professional, independent, unbiased advice.
Investment Philosophy
You can't predict the future. While this may seem obvious, Wall Street and the financial media would like us to believe otherwise. We are constantly bombarded by brokers, advisors, and the financial media attempting to convince us that they have a crystal ball for determining market direction.
“Wall Street” wants us to pay attention to their economists, analysts, earnings estimates, sales projections, etc.
