CURBSTONE FINANCIAL MANAGEMENT CORP.

Overview

Curbstone Financial Management Corp. is a fee-based advisory firm that manages portfolios for both individuals and institutions. The firm runs discretionary portfolios and favors a blend of liquid public funds—especially ETFs and mutual funds—alongside direct equity positions. Its equity and ETF activity indicates a tilt toward income and rate-sensitive strategies, with a notable use of investment-grade, floating-rate fixed-income ETFs to manage interest-rate exposure. Curbstone also acts as a sponsor, general partner or managing member on pooled investment vehicles, which suggests they both allocate to and operate private pooled vehicles in addition to managing client accounts. The firm’s advisory mandate centers on portfolio management for individual and small business clients as well as businesses and institutions. Compensation is primarily a percentage of assets under management. Curbstone does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices