The Curtis Group at Morgan Stanley

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The Curtis Group

OUR MISSION STATEMENT

Customized investment and financial strategies for clients like you

Our Story and Services

Our Story

At the core of our services is a disciplined investment process—one that begins and ends with our clients. This process has served our clients well for over 35 years. Our mission is simple: to craft investment advice that empowers our clients to make informed investment decisions that meets or exceeds their investment objectives.

We provide a complete range of investment advice to clients that include affluent individuals, family offices, corporations, foundations and endowments, pension funds and corporate retirement plans.  We deliver the customized guidance and support you need to meet your long-term goals and objectives—and to weather volatile times, today and in the future.  If you would like to know more about how our disciplined process and personalized services can help you meet your financial goals and needs, please contact me.

The Curtis Group  is Graystone Consulting, an investment consulting division of Morgan Stanley*, is an outgrowth of Citi Institutional Consulting which continues a long legacy of delivering objective and practical advice to select institutional and high-net-worth clients. 

Services Include

  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Executive Financial Services
  • Financial Planning
  • Institutional Services
  • Sustainable Investing
  • Stock Option Plans


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 1400 Page Mill Road
  • Palo Alto, CA 94304


    Experience

    Experience

    The Curtis Group, founded in 1985, offers a plethora of industry experience and expertise to its clientele. Currently comprising of 17 people in its Palo Alto location, the Curtis Group combines the resources of Graystone Consulting, MS's Corporate Client Group and Global Private Client Group to address the needs of affluent investors, family offices, tech entrepreneurs, foundations, endowments and corporate services for public and private companies. The variety of services and areas of expertise that the team offers go far beyond the normal expectations of wealth management.

    Mark Curtis, the lead advisor, has consistently been ranked by Barron's and other leading industry magazines as one of the industry's top financial advisors. He is a recipient of the Harry B. Irvine Award of Smith Barney Consulting Group's Consultant of the Year and has served as co-chairman of Morgan Stanley's Director Advisory Group and as president of the Association of Professional Investment Consultants (APIC). The Curtis Group is extremely well-connected in Silicon Valley, with Mark serving as an Operating Partner for Morgan Stanley Expansion Capital and an Advisory Board Member to Sobrato Capital, Riverwood Capital, Formation 8 and 8 Partners (formerly Formation 8).

    Working With You

    Working With You

    Our clients rely upon our investment guidance, not only for themselves, but for their businesses, the non-profits they work with, as well as other institutional enterprises in which they are involved. They value our advice on issues that may go far beyond investments to include questions relating to wealth transfer, liability management and maximization of equity compensation.

    Our clients understand that we will only offer advice after discovering who they are as people, not just investors. That means asking the right questions about what they value, what they want their wealth to accomplish and what they believe the challenges may be.

    For more than 35 years, we have helped our clients simplify the complexity that managing wealth entails. Our team is committed to making a difference in the financial life of our clients.

    Awards

    Awards

    • Mark has been recognized in numerous financial publications documenting the success of the Curtis Group, including:
    • Barron's Top 100 Advisors since 2004 (ranked #1 or #2 five of those years)
    • Barron's Advisor Hall of Fame
    • Registered Rep's Top 100 Wirehouse Advisors since 2002 (ranked #1 five times and top 2 three times)
    • Research Magazine #1 institutional advisor in 2005 and team in 2006, 2007 & 2008.

    Meet The Curtis Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact The Curtis Group today.

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