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Biltmore Investment Management
424 S. Monroe Ave., Suite 101
Green Bay, WI 54301

Tel: 920-435-2555
Fax: 920-435-5320

Ready to Start Investing In Your Future?

Biltmore Investment Management was created to offer an alternative to large impersonal Institutions. We are an independent, locally focused investment advisory firm in Green Bay, Wisconsin  with the capabilities of larger firms.

Map To Our Office

424 S. Monroe Ave., Suite 101
Green Bay, WI 54301

What exactly is a mutual fund?

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.


Mutual funds make it easy to diversify. Most funds require only moderate minimum investments, from a few hundred to a few thousand dollars, enabling investors to construct a diversified portfolio much more cheaply than they could on their own.


There are many kinds of stock funds. The number of categories is dizzying. Some examples: growth funds, which buy shares of burgeoning companies; sector funds, which buy shares of companies in a particular sector, such as technology or health care; and index funds, which buy shares of every stock in a particular index, such as the S&P 500.

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Fixed Income Investing

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. It is our belief that there is not a significant reward to warrant the risk of investing in low quality or longer-term bonds.

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Equity Investing

A number of disciplines are used in the design of a client’s equity portfolio. These include diversifying among industries to reduce sector specific risk, balancing growth prospects with valuation measurements, and taking into consideration risk tolerance levels and time horizons. This investment approach is designed to afford clients the opportunity to participate in a variety of market segments over a market cycle, because over time various segments are rewarded.

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Meet Your Investment Team

James M. Curran

President of Biltmore Investment Management

Jim has over 30 years of successful experience in the fields of Portfolio Management, Tax and Banking. As a Senior Vice President and Regional Manager of a large Investment Management Company he oversaw over $2 billion dollars of investment assets. Focusing in on providing investment management and tax planning services to individuals, non-profit organizations and corporations he has assisted hundreds of clients in defining and attaining their financial goals. He has attained a number of professional designations in the investment management field.

Christine M. Truttmann

CTFA, Portfolio Manager

Tina has over 25 years of Investment Management, Trust and Banking experience.  She focuses on estate and investment management planning for high net worth clients.  In addition, she handles investment management for trusts, corporations and foundations.

Michael S. Curran

CTFA, Portfolio Manager

Mike brings a strong background in financial planning and investment services, including constructing client-focused personal financial plans for retirement, education, survivorship, disability, long term care, and/or asset allocation needs. Prior to joining Biltmore Investment Management, Mike held positions at two large internationally-recognized financial firms that provide investment management, insurance, and other financial products and services to both retail and institutional clients.

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