Data-driven, human-inspired business solutions that help you protect, optimize, and grow your practice with confidence.
A business intelligence tool that pulls your data from disparate sources, including social media, to provide total practice insight. Learn More
Valued advice from a team with deep practice operations, risk management, and health policy expertise. Learn More
Financial advice and solutions that help you build true wealth, however you define it.
Comprehensive wealth advisory services designed to help you take control of your financial life. Learn More
401(k), 403(b), pension, and non-qualified plan consulting to help your organization take the first steps toward a secure retirement. Learn More
Private strategies not available to the retail investor, critical for diversification in today’s changing investment landscape. Learn More
Proactive solutions that protect you, your practice, and your family.
Comprehensive and traditional MPL coverage, created for physicians by physicians. Learn More
Creative and customizable non-traditional insurance approaches along the risk continuum. Learn More
As we leave behind an unforgettable year and the shocking events on January 6, 2021, it’s time to look ahead at the promise of the new…
Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.
Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.
Curi Capital’s CIO discusses the risks and realities of investing in 2020—and why he’s choosing to look at the current environment as a glass half full for investors.
Curi Capital explores the implications—or lack thereof—of the upcoming presidential election on the U.S. stock market.
Curi Capital explores three important factors to consider when coordinating multiple investment relationships.
Curi Capital explores key macro trends as we enter the second half of 2020.
The most successful financial plans maximize outcomes by investing in high-quality, diversified portfolios that reap the long-term benefits of growth, innovation, economic productivity, and global capital markets. To help you make the most of your investments, we have identified four key themes to keep in mind as we reopen our country.
An estate plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.
Curi Capital explores multiple investment strategies during a time of market volatility.