Inspired by your curiosity and drive, we reshaped your company last year into something wholly new—not only new for you, but a new kind of organization dedicated to doctors’ professional and personal success, built on the foundation of the decades we’ve spent working with physicians. Our strong performance in 2019, across all sectors of the business, proves that the model is working.
We intend to keep adapting Curi to meet your own evolving needs as the world continues to change around you. In the months and years to come, look for new products and services tailor-made to help physicians and medical practices succeed in this often-uncertain environment. We’re still making good on that promise we first made nearly a half-century ago: We will stand with you when you need us—not only to help you survive, but also to thrive.
All insurance products and services are provided by licensed insurance companies that are subsidiaries of Curi Holdings, Inc. Not all insurance products and services are available to all persons in all states. Not all Curi-affiliated companies are mutual companies, and not all Curi members are insured by a mutual company.
All items discussed in this report regarding Curi Capital are for informational purposes only, are not advice of any kind, and nothing contained herein constitutes tax, legal, insurance, or investment advice. Past performance is not indicative of future results. There can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this report will be profitable, equal to any corresponding indicated historical performance level(s), or be suitable for you. Moreover, you should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from Curi Capital, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current ADV 2A Brochure and Form CRS disclosure documents discussing our advisory services and fees is available for review upon request. You may also view these documents by following this link: https://adviserinfo.sec.gov/firm/summary/281133. For background on our performance data, please contact Curi Capital. Investment Advisory Services offered by Curi Capital, LLC.
Start Over
