A wide variety of firms, from the largest global businesses to midsized entities and small nonprofits, have chosen Curcio Webb for guidance and counsel because of:
A complete absence of conflicts of interest.
We believe the only way to manage conflicts is not to engage in them. No level of separation of units at other firms has proved effective in preventing abuses. Our revenues have always come only from our clients and we have no affiliation with any asset management firms or other providers.
An ability to listen to clients and offer objective investment guidance.
We listen carefully to a client’s needs and objectives. Only then do we shape recommendations. There is no preconceived notion of the “best” solution for a specific client.
Consultants with decades of investment experience.
The experience of Curcio Webb’s senior investment staff averages 20+ years. When clients engage with Curcio Webb’s consultants, they’re able to deal with people who have acquired significant knowledge over a wide range of investment issues - asset allocation, manager selection, fiduciary policy, governance, plan design, fees, and investment monitoring, just to name a few.
A focus on customer satisfaction and quality of work.
Our consultants have no revenue, sales or headcount goals. Rather, they must understand and meet client objectives while producing high quality results to earn their pay. This focus has positioned Curcio Webb at the forefront of investment consulting, and the firm has pioneered the use of innovative and practical strategies to stay ahead of the latest issues.
These core values allow sponsors to make more informed and confident decisions on the wide array of issues involved in designing, implementing, managing and enhancing retirement plans.