We offer fiduciary investment adviser and investment manager services to plan for long-term success!
Conrad Capital Management is a leading investment management firm committed to providing fiduciary investment advisory and management services designed for long-term financial success. Located at 1300 Veterans Memorial Hwy, Suite 230, Hauppauge, New York 11788, US, Conrad Capital Management has been dedicated to offering unparalleled investment counseling to families nationwide since 1998.
Conrad Capital Management focuses on delivering the highest standard of fiduciary care alongside highly customized portfolio management. The firm’s investment philosophy is rooted in Modern Portfolio Theory, an advanced approach that quantifies and diligently controls portfolio risk. By carefully matching the level of risk clients are willing to tolerate with portfolios designed to efficiently achieve their desired goals, Conrad Capital Management ensures a tailored and strategic approach to wealth management.
Analyzing the relationship between risk and reward across the entire investment portfolio, Conrad Capital Management diversifies risk and aims to generate the optimal return for a given level of risk. Conrad Capital Management provides comprehensive services including wealth management, retirement planning, and buy-side finance. We invite the manager of Conrad Capital Management to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.
Conrad Capital Management est une société de gestion d'investissement de premier plan engagée à fournir des services de conseil et de gestion d'investissement fiduciaires conçus pour le succès financier à long terme. Située au 1300 Veterans Memorial Hwy, Suite 230, Hauppauge, New York 11788, États-Unis, Conrad Capital Management se consacre à offrir des conseils en investissement inégalés aux familles à travers le pays depuis 1998.
Conrad Capital Management s'engage à fournir le plus haut niveau de soins fiduciaires ainsi qu'une gestion de portefeuille hautement personnalisée. La philosophie d'investissement de l'entreprise est ancrée dans la théorie moderne du portefeuille, une approche avancée qui quantifie et contrôle avec diligence le risque du portefeuille. En associant soigneusement le niveau de risque que les clients sont prêts à tolérer avec des portefeuilles conçus pour atteindre efficacement leurs objectifs souhaités, Conrad Capital Management garantit une approche personnalisée et stratégique de la gestion de patrimoine.
En analysant la relation entre le risque et la récompense dans l'ensemble du portefeuille d'investissement, Conrad Capital Management diversifie le risque et vise à générer le rendement optimal pour un niveau de risque donné. Conrad Capital Management fournit des services complets, notamment la gestion de patrimoine, la planification de la retraite et la finance du côté acheteur. Nous invitons le gestionnaire de Conrad Capital Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.
Compare Conrad Capital Mangement with 3 companies in Investment-Management
| Comparison Field |
Conrad Capital MangementMain Company |
Coaching Financier T...View Profile |
PCS RetirementView Profile |
Kaydan Wealth Manage...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2002 | 2001 | 1987 |
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Company Size
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— | 11-50 | 201-500 | 11-50 |
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City
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Hauppauge, New York | Laval, (Québec) | Philadelphia, PA | Fenton, MI |
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Country
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United States | United States | United States | |
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Skills & Keywords
Comparing with main company
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23 Total Skills
Investment Management
Wealth Management
Retirement Planning
Portfolio Management
Financial Advisory
Asset Allocation
Financial Services
Employer Sponsored Retirement Plans
IRA
Alternative Investment Management
Fixed Income
Wealth Management Long Island
Diversified Portfolios
Equity
Money Management
Investments
401(k)
Financial Planning
Private Wealth Management
Investment Adviser in New York
Asset Management
Investment Advice
Pension Plans
|
8 Total
8 Unique
Unique Skills:
Assurances
Financial Strategies
Gestion du patrimoine
Insurance
Investissements
Planification de la retraite
+2
|
12 Total
12 Unique
Unique Skills:
403(b)
457
Cash Balance
Daily valuation recordkeeping of open architecture 401(k)
Defined Benefit
Fiduciary Protection
+6
|
10 Total
10 Unique
Unique Skills:
401(k) Monitoring
Advanced Planning
Engineers
Executive & Corporate Services
Investment Consulting
Mobility Technology Industry
+4
|
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