As an investment advisory firm, our mission at Curbstone Financial Management Corporation is to help our clients achieve their long-term goals by providing independent and objective advice tailored to their specific requirements. These goals could include generating an income stream or managing capital.

Our philosophy is to design a plan that not only focuses on a client’s investment management needs but also on a client’s life commitments—to themselves, their family, intergenerational wealth transfers, and their philanthropic interests.

Our commitment and dedication to clients is foremost. We demonstrate this by:

  • Putting each client’s interests first
  • Delivering the highest-quality client service
  • Being the provider of choice for quality financial services
  • Maintaining a passion for excellence
  • Building lasting, mutually rewarding relationships

We listen carefully and plan thoughtfully to help clients achieve their financial life goals.