CURBSTONE ADVISORS LLC

Overview

Curbstone Advisors LLC is a small, fee-based registered investment adviser that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and manages client relationships on a hands-on basis rather than acting as a multi-state or institutional consultant. Investment activity centers on public mutual fund strategies as the backbone of client portfolios, supplemented by targeted allocations to alternatives—specifically real estate and commodities—to broaden diversification and address income, inflation and non-correlated return objectives. Curbstone is not positioned as a capital allocator or a multi-manager platform; instead it implements third-party vehicles alongside direct public-fund exposure to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices