A Registered Investment Advisor

Ms. Sierra Kim and Mr. Donald Conrad attended the Investment Management Summit in New York City at the New York Stock Exchage on November 9, 2011.

Click here for Mr. Conrad's interview at the NYSE on November 9, 2011.

 

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 thirty 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

 
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.
 
 
 
 
 
 
 
 
 

 

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 situtation.
 
Conrad Capital Management, Inc.
1377 Motor Parkway, Suite 406
Islandia, NY 11749, USA
Tel: (631) 439-7878 Fax: (631) 439-7879
E-mail: info@conradcapital.com

Important Consumer Disclosures:
Conrad Capital Management, Inc. is a an Independent Registered Investment Advisor with headquarters located in
Islandia, New York

 

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