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.