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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Johnston Ozog is a financial advisor with Curi RMB Capital, LLC in CHICAGO, IL. Katherine has been in the industry since 2007 and is registered as an Investment Advisor Representative (IAR). Katherine is a Certified Financial Planner and holds a Series 65 license. Katherine has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, investment companies, insurance companies, charitable organizations, and pooled investment vehicles. Katherine's firm, Curi RMB Capital, LLC, is a registered investment advisor that provides a variety of investment advisory services, including financial planning, portfolio management, and pension consulting. The firm has over 8 billion dollars in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/31/2007 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IA
Issued 05/30/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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