Conrad Capital Management
Wealth management firm offering investment advice, retirement planning, buy-side finance, and fiduciary portfolio management services.
1998
Privately held
Focus on aligning client risk tolerance with efficient portfolio design to manage risk effectively.
Hauppauge, Ny, United States
About
Mission
Our investment philosophy is based on Modern Portfolio Theory, focusing on risk management and aligning risk tolerance with portfolio goals to achieve desired financial outcomes.
Values
Fiduciary duty, transparency, integrity, professionalism, and client-focused service.
Participant Demographics
Services designed for families, individual investors, institutional clients, pensions, and family offices across the United States.
Track Record
Team Experience
Over 100 years of combined experience among team members.
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Hauppauge, Ny, United States
Legal & Compliance
SEC, state securities regulators
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