Bret Curlee joined GuideStone® in 2015 and oversees the daily operations of the organization’s outsourced chief investment officer (OCIO) practice. He is responsible for supervising the team that manages institutional advisory client relationships, institutional account operations and the operation of GuideStone’s institutional reporting and analytics system. Mr. Curlee is a voting member of the GSIS Investment Committee.
Mr. Curlee holds a Bachelor of Science degree in Business from Ferris State University and a Master of Business Administration degree in Finance from DePaul University.
GuideStone Investment Services is not, and is not required to be, registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any other regulatory body. GuideStone Investment Services is exempt from registration under the Investment Advisers Act of 1940 because it is a charitable organization that serves only other charitable organizations. This exemption was part of the Philanthropy Protection Act of 1995, which was passed to facilitate contributions to charitable organizations by codifying certain exemptions from federal securities laws. Although GuideStone Investment Services is accordingly not a Registered Investment Adviser, it remains subject to the anti-fraud provisions of the Advisers Act.
The information provided herein is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to sell or buy any securities or an offer of sale or a solicitation of an offer to hire GuideStone Investment Services as a provider of investment advisory services. This material does not include a number of terms and conditions, including fees and other costs, that will be included in an actual services agreement, nor does it identify all potential risks.
