BILTMOREINVESTMENT.COM

Biltmore Investments - A Professional Investment Company

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. Biltmore Investment Management was created to offer an alternative to large impersonal Institutions. It is an independent locally focused investment advisory firm with the capabilities of larger firms, and not the impersonal self-serving nature of the larger firms. It is a fee only firm, meaning that its revenues are not tied to sales commissions, but rather a fee, which is based on the market. Safekeeping of Client Assests. There are two c...

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CONTACTS AT BILTMOREINVESTMENT.COM

Biltmore Investment Management LLC

James Curran

424 S. ●●●●●●●ve #101

Gre●●●Bay , Wisconsin, 54301

United States

(920)●●●●●-2555

jm●●●●●@aol.com

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Biltmore Investment Management LLC

James Curran

424 S. ●●●●●●●ve #101

Gre●●●Bay , Wisconsin, 54301

United States

(920)●●●●●-2555

jm●●●●●@aol.com

View this contact

Biltmore Investment Management LLC

James Curran

424 S. ●●●●●●●ve #101

Gre●●●Bay , Wisconsin, 54301

United States

(920)●●●●●-2555

jm●●●●●@aol.com

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Biltmore Investments - A Professional Investment Company | biltmoreinvestment.com Reviews

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JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. Biltmore Investment Management was created to offer an alternative to large impersonal Institutions. It is an independent locally focused investment advisory firm with the capabilities of larger firms, and not the impersonal self-serving nature of the larger firms. It is a fee only firm, meaning that its revenues are not tied to sales commissions, but rather a fee, which is based on the market. Safekeeping of Client Assests. There are two c...

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4 fixed income investing

5 contact us today

6 navigation menu

7 biltmore investment management

8 the biltmore difference

9 biltmore investment approach

10 investment management for

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Biltmore Investments - A Professional Investment Company | biltmoreinvestment.com Reviews

https://biltmoreinvestment.com

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. Biltmore Investment Management was created to offer an alternative to large impersonal Institutions. It is an independent locally focused investment advisory firm with the capabilities of larger firms, and not the impersonal self-serving nature of the larger firms. It is a fee only firm, meaning that its revenues are not tied to sales commissions, but rather a fee, which is based on the market. Safekeeping of Client Assests. There are two c...

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biltmoreinvestment.com

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Wealth Preservation - Biltmore Investments

http://biltmoreinvestment.com/wealth-preservation

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. Wealth preservation centers on taxation, investment risk, inflation adjusted returns etc. In contrast, wealth transfer refers to the tax efficient transfer of assets to the next generation, charities, etc. Biltmore Investment Management was created to serve the needs of these clients. 2014 Biltmore Investment Management. Designed by Fox Valley Web Design TM.

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MUTUAL FUNDS - Biltmore Investments - Green Bay, Wisconsin Investment Firm

http://biltmoreinvestment.com/mutual-funds

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. What exactly is a mutual fund? A mutual fund pools money from hundreds and thousands of investors to construct a portfolio of stocks, bonds, real estate, or other securities, according to its charter. Each investor in the fund gets a slice of the total pie. Bond funds come in many different flavors too. There are bond funds for every taste. If you want safe investments, consider government bond funds; if you’re willing to gamb...If not, sti...

3

INVESTMENTS & SERVICES - Biltmore Investments

http://biltmoreinvestment.com/investments-services

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. INVESTMENTS & SERVICES. We work for you the client. We are not tied to pre-packaged products or proprietary mutual funds, so each individual portfolio is tailored specifically to the clients investment goals. In some cases, individual stocks and bonds may be appropriate. Recommendations will be made. 2014 Biltmore Investment Management. Designed by Fox Valley Web Design TM.

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JAMES M. CURRAN - Biltmore Investments ~ Green Bay, Wisconsin Investment Management, Tax & Banking.

http://biltmoreinvestment.com/james-m-curran

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. JAMES M. CURRAN. PRESIDENT OF BILTMORE INVESTMENT MANAGEMENT. As a result of his experience in the field, he has been asked to serve as a director on several charitable and corporate boards. In addition, he was appointed by the Governor of Wisconsin to be one of 5 members of the Wisconsin Banking Review Board, a group which oversees and regulates the policies, procedures and actions of the states banking industry.

5

FIXED INCOME INVESTING - Biltmore Investments

http://biltmoreinvestment.com/fixed-income-investing

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. As far as fixed income or bond investment are concerned, fixed income securities are relied upon for two characteristics: steady income stream, and as a way to stabilize a portfolio. Maturities are kept in the short to intermediate range and only high quality investment grade bonds are recommended. This is true whether a client needs involve investments in municipal, corporate or U.S. Government instruments.

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Biltmore Investments - A Professional Investment Company

JAMES M. CURRAN. CHRISTINE M. TRUTTMANN. INVESTMENTS & SERVICES. Biltmore Investment Management was created to offer an alternative to large impersonal Institutions. It is an independent locally focused investment advisory firm with the capabilities of larger firms, and not the impersonal self-serving nature of the larger firms. It is a fee only firm, meaning that its revenues are not tied to sales commissions, but rather a fee, which is based on the market. Safekeeping of Client Assests. There are two c...

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