Client focus Independence Commitment Growth
Our goal is to delive
r the highest possible standard of fiduciary care and highly customized portfolio management.
Since 1998, Conrad Capital Management (CCM) has functioned as a Registered Investment Advisor (RIA), offering investment counseling to families across the country. An RIA is a professional advisory firm that offers personalized financial advice to its clients. RIA firms are registered with the Securities and Exchange Commission or state securities regulators, are subject to the Investment Advisers Act of 1940, and have a fiduciary duty to act in the best interest of their clients. CCM was founded by Donald E. Conrad, President and CEO, who has over 38 years experience within the financial services industry. He works with complex portfolios and addresses unique needs that require a highly customized level of investment management strategy and consultation. Donald Conrad and his team helps clients with complex financial needs. CCM makes a wide universe of products and services available to investors and tailors solutions to help individual clients reach their goals. Our goal is providing services based on what’s best for you!
Get advice for your complex needs!
We pride ourselves on strong personal interaction and dedication to needs. At CCM, our philosophy is based on risk management. We focus on matching the level of risk that you are willing and able to tolerate with the portfolio which can most efficiently achieve your desired goals. We do not offer a “cookie-cutter” product. Unlike many of our competitors, there is no “model portfolio” or boilerplate list of stocks that you are forced into. Wetry our best to design a portfolio which is strategically aligned with your objectives for return and risk, as well as the investing constraints that you face. We believe that our independence is key to offering investment advice based on what’s best for our clients.
Understand exactly what you are paying for!
We at CCM feel the fee-based nature of our business aligns our clients’ interests with our own. This fee structure may have advantages. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets because when you succeed, we succeed.
Enjoy a different kind of relationship!
Selecting a financial advisor is one of the most important decisions regarding your investments that you can make. You need to be able to trust that your advisor has your account’s best interests in mind. With an RIA you can! Conrad Capital Management helps finding solutions that are closely aligned with client needs and objectives and we enjoy a deep, personal relationship with our investors. This often takes regular ongoing interactions.
Where is your money held?
We use an institutional custodian to hold and safeguard our client’s stocks, mutual funds and other assets.
The right advisor does what’s right for you!
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation.
Important Consumer Disclosures: Conrad Capital Management, Inc. is a an Independent Registered Investment Advisory Firm with headquarters located in Islandia, New York.