MCCURDY & ANDREW INVESTMENTS, LLC

Overview

Mccurdy & Andrew Investments, LLC is an independent registered investment adviser that serves individuals, families and a limited number of institutional clients. The firm structures fees across asset-based charges, hourly work and fixed-fee engagements, and offers financial planning alongside portfolio management for individuals and small businesses. Its public-fund-heavy approach suggests the firm builds diversified, manager-driven portfolios rather than concentrating in bespoke single-stock strategies. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant. It operates as an advisory-only allocator (it does not operate proprietary funds) and relies on third-party managers and custodial infrastructure to execute client strategies. Industry relationships with accountants and insurance companies are noted, which the firm likely uses to coordinate tax, estate and insurance planning components of client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices