Curtis L. Shaffer

Curtis's journey into finance began at Brigham Young University, where his lifelong entrepreneurial spirit found its foundation in business administration. A business finance course expanded his understanding of analysis and valuations, while discovering tools like Mint sparked a commitment to personal financial responsibility. His early exposure to peer-to-peer lending through Lending Club opened his eyes to alternative investment strategies, fueling a passion for finance that would shape his career.

Today, Curtis brings a sophisticated approach to investment management that balances disciplined core investing with strategic alpha generation. His philosophy combines well-diversified, momentum-based strategies with a deep understanding of market trends—particularly in technology. Years of active trading and market analysis taught him valuable lessons about volatility and discipline: that opportunity lies in movement, not stagnation, and that managing risk while trusting the process is essential. He stays immersed in the latest technological developments, from AI to cryptocurrency, viewing tech trends as the tides that drive broader market movements. This experience allows him to position client portfolios to capture growth while managing risk appropriately for each client's life stage and goals.

As an independent investment advisor representative, Curtis has realized his entrepreneurial dream of building something meaningful while helping others achieve their financial goals. The independence of his role means he answers only to his clients, providing the freedom to deliver truly personalized guidance.

When he's not analyzing markets or researching the seismic shifts AI is creating in the investment landscape, Curtis can be found carving down snowy mountains on his snowboard or exploring underwater worlds through scuba diving