If you’re looking for someone who makes investments consistent with your risk tolerance and goals, then Conrad Capital Management can help you!

What services do we provide?

At Conrad Capital Management we specialize in Private Wealth Management. We take pride that our clients are well taken care of and that their every need is met with the utmost consideration. To us here at CCM, wealth management means providing highly customized and sophisticated investment management and financial planning. Donald Conrad is a fiduciary advisor and places the client’s interest ahead of his own!

services-we-provide

What types of clients do we specialize in?

We have personal relationship with our clients: mostly individuals (high-net-worth individuals, smaller investors), small and medium sized businesses, family offices and institutions. We help find solutions that are closely aligned with client needs and objectives.

If you would like CCM to provide you or your organizations with any of the above services, please contact us.

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 Advisor with headquarters located in Islandia, New York.

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