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Overview and Management
Establishment Year
1998
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.
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Services designed for families, individual investors, institutional clients, pensions, and family offices across the United States.
Generational Wealth Planning
Provides services such as estate and trust planning to aid wealth preservation and secure succession planning.
Risk Tolerance
Focus on aligning client risk tolerance with efficient portfolio design to manage risk effectively.
References or Case Studies
Can provide independent verification of investment vehicles and due diligence assessments upon request.
Team Experience
Over 100 years of combined experience among team members.
Notable Achievements
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC, state securities regulators
Compliance History
info@conradcapital.com
Phone Number
631-439-7878
Address
Hauppauge United States