Through the grueling and often painful challenges of 2020, we learned more about how to serve you, and what it means to help you in medicine, business, and life. Our team is stronger now than we were when the year began thanks to the shared experience of working together—and serving our members—through a crisis.
As we look toward the future, we intend to build on the lessons of 2020 to give you even more of the products, services, and support you need. Curi’s growth into a full-service advisory company for physicians and medical practices is far from over, and we look forward with excitement to continuing to offer you more tools to help you and your business 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 policyholders are insured by a mutual company.
* Curi is pleased to offer its members complimentary access to advice and information provided by HR|Experts. HR|Experts is solely responsible for the content of any/all services it provides to Curi members. While Curi has found that use of such services may help reduce the risks medical practices may face, Curi cannot guarantee that using this or any other complimentary member benefit will prevent claims against physicians and/or their practices. HR|Experts cannot and does not provide legal advice to Curi members. Members should contact their personal or corporate counsel if they require legal advice.
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. For background on our performance data, please contact Curi Capital. Investment Advisory Services offered by Curi Capital, LLC.
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