WEALTH MANAGEMENT
INVESTMENT ADVICE
RETIREMENT PLANNING
BUY-SIDE FINANCE
Since 1998, Conrad Capital Management Inc. (CCM) has functioned as a Registered Investment Advisor, offering investment counseling to families across the country. The firm was founded by Donald E. Conrad, President and CEO, who has over 38 years of experience within the financial services industry.
Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. The investment philosophy is based on Modern Portfolio Theory, an investment approach that attempts to quantify and control portfolio risk. 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. Instead of just focusing on individual securities, we also analyze the relationship between risk and reward in the total investment portfolio. CCM looks at the connection among all components, because risk can be diversified away. We aim to generate the most return for a given amount of risk.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1300 Veterans Memorial Hwy,
- Phone
- (631) 439-7878
- in****@****tal.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- conradcapital.com
- Keywords
- Private Wealth Management, Financial Planning, Retirement Planning, Investments, Alternative Investment Management, Asset Management, Investment Advice, Retirement Planning, Employer Sponsored Retirement Plans, Equity, Fixed Income, Money Management, Wealth Management, Diversified Portfolios, 401(k), IRA, Pension Plans, Investment Adviser in New York, Wealth Management Long Island.
- HQ
- Hauppauge, New York
Conrad Capital Mangement Questions
Conrad Capital Mangement's helpline number is (631) 439-7878
Conrad Capital Mangement's website is conradcapital.com
Conrad Capital Mangement's LinkedIn profile is https://www.linkedin.com/company/conrad-capital-mangement
Conrad Capital Mangement has
7 employees.
View email and phone details for 7
employees at Conrad Capital Mangement.
Conrad Capital Mangement's industry is
Investment Management
Conrad Capital Mangement's top competitors are
Grand Slam Asset Management Llc,
Conrad Capital Group,
Conrad Capital,
Conradcapitalllc.com,
Ruth D Goldstein,
Neen James Inc - Executive Strategist,
First Long Island Investors, Llc,
Szam Capital Partners,
Benchmark Financial,
Northshore Capital Advisors.
Conrad Capital Mangement's support email address is info@conradcapital.com
Conrad Capital Mangement's categories are Investment Management
Conrad Capital Mangement's founding year is 1998
