Why Curtis Advisory Group?

We believe these are our top four competitive advantages:

1. INDEPENDENCE:  We fully disclose our compensation so you know we are truly working for you.  We do not have any sales pressure from vendors, custodians or a parent company.      

2. CUSTOM SOLUTIONS:  We can help clients build a best-in-class group of advisors and investment solutions.  

3. CONSOLIDATED REPORTING & ANALYSIS:  Clients can benefit from a true big picture view of their entire financial situation, regardless of whether we manage the assets or not.  More importantly, we will analyze the results and report our findings. 

4. REASONABLE FEES:  Our goal is to reduce prospective client fees while providing a level of service that exceeds expectations.   Ask us how we do it.