NEW YORK, Jan. 6, 2009 — Seasoned Portfolio Manager & Director Gordon “Grant” Curtis celebrates stellar performance for the sub Billion Euro Family Office that he manages. Nestled in the Swiss/Italian Alps, Mr. Curtis has out-performed his competitors, most of whom have generally lost ground for 2008. As with many Family Office wealth entities, particularly those of European dissent, privacy is a primary concern. However, third-party sources have confirmed that Mr. Curtis has once again led the CI Family Office, posting double-digit returns in a challenging year.
As a noted international speaker at institutional investment summits, Mr. Curtis commented that the Family Office performance for 2008 came as no surprise. The secret ingredient: well, it still remains somewhat of a secret.
Mr. Curtis attributed much of the returns for 2008 attributable to “wholesale” opportunities and that they may be more difficult to identify in 2009. This same market strategy has served Mr. Curtis well over the last three decades including the last four years as investment Director for the Family Office portfolio that he manages but is not related to. Consistency of double-digit returns for the past four years is not all that he has given to the Family Office. The change from an organization that was top-heavy to one that is lean and mean and has no debt has been nothing less than transforming.
Working under a difficult Family Office mandate dictating what investments can and cannot be made, Mr. Curtis commented, “Establishing strategies for high returns yet respecting risk is a regular challenge.” No third-party money managers are allowed to invest capital for the office. In addition to a heavy reliance on “special situations,” contract instruments provide the market opportunities for gains and losses.
Mr. Curtis acknowledges the challenging market conditions, but has clearly demonstrated unimpaired double-digit returns even for a sizable Family Office in 2008. During an interview while changing planes in Hong Kong, Mr. Curtis stated, “Those who want to engage in the sharing of ideas should attend one or more of the conferences that I attend and regularly speak at. The market philosophies and strategies that I have adopted come from the core of Wall Street and were shared with me during my mentorships in the late 70′s, early 80′s. They clearly have served the Family Office portfolio that I manage well in 2008.”
Monaco, Boston, New York and Rhode Island in 2008 and next in Carlsbad, California for February 2009 include some of the institutional speaking engagements for Mr. Curtis.
Website: http://ggcurtis.com
Press contact:
Jay Tipton, Public Relations
9175087506
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