Curtis Advisory Group, LLC

Investment Strategy

Curtis Advisory Group customizes investment strategies to each client's goals, risk tolerance, and time horizon, operating with full discretionary authority as fiduciaries. Portfolios primarily use exchange-traded funds and mutual funds for liquidity, and may occasionally include margin or options strategies. The firm emphasizes long-term and short-term trading with a strong focus on risk management. They also provide ongoing asset allocation and rebalancing using a proprietary Order Management System, and may refer clients to third-party managers or allocate to private equity funds as appropriate. Minimum account size is $1 million, but can be waived at the firm's discretion. Quarterly reporting and transparent fees are standard, and the firm does not participate in commission or performance-based fee arrangements.