Conrad Capital Management
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Since 1997, Conrad Capital Management (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 twenty-five years experience within the financial
services industry. We feel the fee-based nature of our business aligns our
clients’ interests with our own.
Our goal is to deliver the highest possible standard of fiduciary care and
highly customized portfolio management.
- 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 - We design a portfolio which is strategically aligned with your
objectives for return and risk, as well as the investing constraints that
you face
| 425 Broadhollow Road / Route 110 Suite 116, Melville Financial Center Melville, NY 11747, USA Tel: 631-439-7878 Fax: 631-439-7879 E-mail: info@conradcapital.com Member FINRA & SiPC Important Consumer Disclosures: Conrad Capital Management, Inc. is a an Independent Registered Investment Adviser located in Melville, New York Securities offered through Western International Securities, Inc. Corporate Headquarters are located in Pasadena CA Read More |
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 independent advisor you can.
that you can make. You need to be able to trust that your advisor has your account's best
interests in mind, with an independent advisor you can.
A Registered Investment Advisor
