Curtis Lyman

Curt Lyman is the Chief Executive Officer and Chief Investment Officer of Alpha Beta Gamma Wealth Management, a Registered Investment Advisory Firm. Curt Lyman and Alpha Beta Gamma's objective are to create and implement financial strategies to help protect high net worth clients' futures. Curt Lyman's 30 years of industry experience are reflected in Alpha Beta Gamma Wealth Management's best business and investment practices. Alpha Beta Gamma's client intake process, dynamic asset allocation process, portfolio implementation and review process are all influenced by Curt's experience as the former President/CEO of three nationally known trust companies and by his time spent in bulge bracket firms on Wall Street. As an attorney and as someone who has operated under the Investment Adviser's Act of 1940 for over 15 years, Curt's attention to fiduciary principles has been intense and unbending. While relative portfolio returns are nice, what really matters to clients is absolute performance. Are you making money? Alpha Beta Gamma Wealth Management is about bottom line performance and high touch client service using many of the most advanced investment management techniques today that result because of academic work over the past 30 years. Coupled with state of the art technology, client service and access is better than it has ever been, giving Alpha Beta Gamma Clients greater insight and control in the achievement of their portfolio objectives. Alpha Beta Gamma Wealth Management's specialties are Wealth Management, Wealth Optimization, Financial Planning, Portfolio Design and Implementation, Risk Management, and Practice Management Using Technology and Client Representation.

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