CONTACT INFORMATION: Donald Conrad Website 631-439-7878 firstname.lastname@example.org
Conrad Capital Management is proudly serving:
Amityville, Babylon,Bay Shore, Bethpage, Brentwood, Bronx, Brooklyn, East Meadow, Garden City, Glen Cove, Glen Oaks, Great Neck, Greenport, Hempstead, Hewlett, Hicksville, Huntington, Manhasset, Melville, Mineola, Nesconset, New Hyde, Park, New York City, North Babylon, Oceanside, Patchogue, Plainview, Port Jefferson, Port Washington, Queens, Riverhead, Rockville Centre, Roslyn, Setauket- East Setauket, Smithtown, Southampton, Syosset, Uniondale, Valley Stream, West Islip, White Plains
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.
Conrad Capital Management’s 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