Any withdrawal from the account must be authorized by the client of record. The custodian reports independently to the account holder of record, providing an audit of all transactions.Ĭlients execute limited power of attorney to allow a Curbstone Financial Management investment manager to execute trades on behalf of the account holder. However, through continuing expansion of the product mix and diversification.
Oversight process of corporations software#
Microsoft Corporation initially focused on software design. This decision area of operations management deals with the strategies and tactics needed to develop profitable products. All client accounts are held by custodian Charles Schwab in the legal name of the account holder. Microsoft’s Operations Management, 10 Decision Areas. Take a long view of the market and believe in owning a diversified portfolio of securities that offer well-above-average expected returns relative to their risk factorsĬustodial safekeeping of client investmentsĬurbstone Financial Management Corporation holds no client assets in company accounts.Maintain a strong buy-and-sell discipline and are not influenced by fads or prevailing market sentiment.Believe discipline is the key to superior performance and meeting each client’s goals.State-of-the-art research tools and proprietary models enable us to completely customize asset allocation within the three dimensions to optimize risk/reward within a client’s portfolio.īased on our decades of experience as investment advisers, we: We use a three-dimensional asset allocation approach-dynamic, strategic, and tactical-to create a diversified portfolio that matches predetermined risk and return parameters. Monitoring achievement of portfolio goals for potential asset allocation rebalancing and appropriate new investment opportunities.Constructing a diversified portfolio that considers risk and return, asset allocation, cost, liquidity, and tax efficiency.Creating a customized and dynamic investment blueprint.Identifying return requirements, risk tolerance, and the time horizon.We take a disciplined approach to investing and creating diversified portfolios that balance risk and return while meeting a client’s individual circumstances and requirements.
We develop a close, ongoing relationship that enables us to plan thoughtfully as we customize and adjust our investment strategies to meet what may be changing goals.Ĭomprehensive and integrated investment planning We foster an open dialogue to understand not just a client’s financial and investment goals, but also the reasons behind their goals. The process begins as we help clients identify their financial goals. As an investment advisory firm that provides services to individual and institutional clients, Curbstone Financial Management Corporation makes each client the center of the wealth management process.
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