Conrad Capital Mangement

Conrad Capital Mangement

Investment-Management

Hauppauge, New York
United States
Company Tagline

We offer fiduciary investment adviser and investment manager services to plan for long-term success!

Industry Category
Investment-Management
Company Description

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.

Key Personnel / Employees
Shane Alexander Donald E. Conrad Matthew Norman

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Compare Conrad Capital Mangement with 3 companies in Investment-Management

4 Companies
Comparison Field
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Founded Year
2002 2001 1987
Company Size
11-50 201-500 11-50
City
Hauppauge, New York Laval, (Québec) Philadelphia, PA Fenton, MI
Country
United States United States United States
Skills & Keywords Comparing with main company
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
4
Total Companies
1987
Oldest Founded
1
Countries
53
Unique Skills

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Alternative Company Names

This company is also known as

Conrad Capital Mangement 康拉德资本管理 कॉनराड कैपिटल मैनेजमेंट كونراد كابيتال مانجمنت Конрад Капитал Менеджмент