The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Curtis is a Managing Director at Alpha Fiduciary.
Curt brings a distinctive resume of investment experience to Alpha Fiduciary. For over 20 years, Curt has directed investment strategies and portfolio management for foundations, pensions and mutual funds. Early in his career he worked for a large, national, bank-owned RIA where he managed a balanced mutual fund with over $400 Million in assets, was Director of Research overseeing total firm assets under management of $6 Billion while personally managing over $1.5 Billion in foundations, trusts and the mutual fund. From there he went on to manage a $1 Billion balanced mutual fund for a fortune 500 owned fund company. As Sr. Vice President, he oversaw four CFA-accredited analysts, wrote monthly newsletters, participated in press interviews and served on the Investment Committee.
Curt spent a brief period in his career working on a private equity investment. After purchasing a corporation with another investor, Curt took on the role of CEO and President of this service company that employed 50 people in two states. Over 4 years they were able to double sales, open up a third office, and undergo a complete IT restructure. Curt sold this company to their largest competitor.
Recently Curt has specialized in managing the investments and preserving wealth for high net worth individuals. Curt was Sr. Vice President of Portfolio Management for a SEC registered RIA. In that role he oversaw the portfolio management operations, served on the Investment Committee and completed due diligence on sub managers, direct equity investments, private investments and hedge funds.
Mr. Anderson earned both an MBA and BS in Finance from the University of Utah and was awarded the designation of Chartered Financial Analyst (CFA).