Proactive consulting solutions that help you protect, optimize, and grow your organization with confidence. Learn More
Experienced consultants and comprehensive risk mitigation resources provided with your Curi policy. Learn More
Customized financial, HR, strategic, and operational solutions delivered by a team with real-world practice management experience. Learn More
Tailored strategies designed to improve patient safety and reduce MPL risk for your organization. Learn More
Specialized financial advice and sophisticated investment solutions designed to preserve and grow your assets. Learn More
Comprehensive financial planning and investment solutions that allow you to focus on living. Learn More
Personal solutions for multi-generational families in support of reaching their goals for preserving, growing, and transferring wealth. Learn More
Foundational financial planning that meets you where you are and helps you build a better path forward. Learn More
Investing with conviction, focused on long-term, active investment strategies. Learn More
Customized consulting focused on all aspects of a retirement plan. Learn More
Proactive solutions that protect you, your organization, and your people. Learn More
Comprehensive and traditional MPL and General Liability coverage, created by physicians for your unique needs. Learn More
Comprehensive MPL coverage for physicians and groups with unique challenges that fall outside admitted insurer policy underwriting criteria. Learn More
Creative and customizable non-traditional insurance approaches along the risk continuum. Learn More
HEAL is our exclusive early intervention program leading to a better way forward after an unexpected outcome. Learn More
Demystify litigation with our curated educational resources and CME video series. Learn More
Smart takes on curated topics that matter most in medicine, business, and life. Learn More
Ideas and observations from our in-house experts. Subscribe to get the latest posts in your inbox. Learn More
Updates and announcements from Curi and the company’s three business units. Learn More
Toolkits, sample policies, and forms to help you manage risk. Learn More
Curi’s 2023 Annual Meeting of Members was held Saturday, February 25, 2023, and the member voting portion of the meeting announced the reelection of the following…
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…
One year ago, Curi announced the appointment of Steve DeBiasi as Chief Executive Officer of our then recently-launched practice advisory business, Curi Advisory. Since entering this…
This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution…
Risk management is an essential element of running a medical practice, but finding time to stay up to date on the latest approaches and strategies to…
This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi…
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the…
Joel Balgord discusses how his experience and expertise will help to further expand Curi’s ability to offer insurance solutions and other services to new markets.
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