Services Our Team Curran Views Contact PANORAMA FIDELITY LOGIN HIPPO TAX SERVICES The Year-Round Approach to Taxes HIPPO Tax Services began January 1, 2017 when Founder Thomas Curran re-evaluated the idea of “tax season”. With over 50 years in the investment business, Tom knew taxes had always been considered a separate challenge from wealth management, but wanted to create a hybrid service encompassing tax planning with a service similar to wealth management where clients had one one one time with a relationship manager to guide them through their financial decisions. If you are interested in HIPPO Tax Services, click the "learn more" button below. High Net Worth Individuals Integrated Tax Strategies Personalized Approach Professional Expertise Optimal Client Experience LEARN MORE Sign up for our newsletter Curran Views here: NAME EMAIL SEND PRIVACY POLICY CIM ADV PART 3 CIM ADV PART 2 - WRAP FEE CIM ADV PART 2 NO WRAP FEE ANNUAL GIPS DISCLOSURES GIPS CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKER CHECK Powered by Twenty Over Ten

Curran Investment Management Ranked #2 by Broadridge Lipper Q1 2021 MAY 21, 2021 CIM Our Curran Core Growth Equity Strategy received numerous rankings Q1 2021 by Broadridge Lipper for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category. Awards for CIM’s Curran Core Growth Equity Strategy Include: #2 total return over a 3-year period out of 110 composites/funds #3 total return over a 5-year period out of 93 composites/funds #3 total return over a 10-year period out of 71 composites/funds To achieve a Lipper ranking for Best Money Managers performance is calculated net of fees, on an investment strategy asset base which is at least $10 million dollars, inclusive of all cash reserves, calculated in U.S dollars and the classification of the product must fall into one of the categories Lipper ranks. Curran’s Core Growth Equity strategy falls under the U.S Large-Cap Growth & Value Equity category. “We are pleased that our Curran Core Growth strategy continues to be ranked among World’s Best Money Managers.” — Kevin T. Curran, CFA, President, Curran Investment Management As a Registered Investment Advisor headquartered in Albany, NY we serve both individual and institutional clients nationally with additional offices in Cape May and Philadelphia. Curran has $538 million assets under managements (AUM) as of 3/31/2021. For more information on Broadridge Lipper, please visit: https://marketplace.broadridge.com/Marketplace/Home/About For more information on Curran Investment Management please visit: https://curranllc.com/services/investment-management Past Performance does not guarantee future results. The information herein is considered to be obtained from reference sources deemed reliable. All Investments carry risks, including possible loss of principal. SHARE FACEBOOK TWITTER LINKEDIN Sign up for our newsletter Curran Views here: NAME EMAIL SEND PRIVACY POLICY CIM ADV PART 3 CIM ADV PART 2 - WRAP FEE CIM ADV PART 2 NO WRAP FEE ANNUAL GIPS DISCLOSURES GIPS CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKER CHECK Powered by Twenty Over Ten