We’re proud to say that we advanced our mission to help physicians like you in medicine, business, and life in 2021, making financial, strategic, and operational advances that increase Curi’s value to our members and clients.
The year was marked by strong financial returns, a new business model that even better meets your needs, and a thriving innovation infrastructure. We’re proud of what we did to help you and proud to have the privilege of serving you.
As we look ahead to our future together, we’re excited about the ways that we can do even more for you as a full-scope provider of physician and practice services. Across our practice advisory, wealth management, and insurance business units, we are your partner for more and more of the challenges that keep you up at night. And we’re not done yet—we look forward to continuing to evolve your company to meet your needs as they grow and change.
We’re honored that you have chosen us to help you battle the challenges of this moment. Thank you for choosing Curi as your partner.
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.
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.
Curi Capital is a registered investment advisor. Registration does not imply a certain level of skill or training. 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.