Investment Management Services

Investment management services will be customized to your needs. Generally, mutual funds will be used to accomplish the agreed-upon goals. Discussions of risk and return trade-offs will be followed by the selection of the appropriate investment objective for your account. Once the investment objectives are established, the Investment Policy Statement is created, accounts are set up with the outside Custodian firm, and finally the money will be invested.

Reports Delivered

Currey Financial will provide performance reports periodically; the account’s Custodian will send transaction reports to you at least quarterly. On-going review and discussion should be expected.

Take the next step toward your future!

This is your planning process, and your future.

Get Started

Currey Financial Consulting, LLC   |   810 Caroline Lane   |   Edgewater, MD 21037   |    410-956-0655

IMPORTANT CONSUMER DISCLOSURE