Curcio Webb is an advisor to employee benefits and investment professionals since 1997. We’ve learned a few things along the way and these beliefs form our commitment to our clients. Beliefs that keep us pointed in the right direction, doing the right thing.
Commitment to our clients
We believe…
- Stewardship is the cultural and business model, which drives our business.
- Independence and objectivity matters.
- Collaboration must include our client’s entire stakeholder team.
- Before commencing a project, it is critical to have a clear understanding of our client’s strategy, culture, and the specific outcomes clients seek.
- Every communication with clients, either written or verbal, must be clear, honest, respectful, and meaningful.
- All provider service agreements must be designed to mitigate financial and compliance risk.
- Plan sponsors deserve service providers that clearly reflect your culture, strategy, and vision.
We don’t dabble. We deliver results.