Conrad Capital Management specializes in helping clients plan for their financial future and goals. Since CCM is an independent Registered Investment Advisor, its only allegiance is to its clients- there is no conflict of interest.
A RIA is an Investment Advisor that is registered with the Securities and Exchange Commission. The RIA legally has to act with the client’s best interest in mind.
Through the RIA, all accounts are managed on a fee basis. Since 2007 CCM has held the Paladin Registry’s 5 star rating and recently received Paladin’s highest Financial Advisor Due Diligence (FADD) certification.
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.
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.
Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management.
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.
Choosing a financial advisor is one of the most important decisions regarding your investments that you can make. You need to trust that your advisor has your account’s best interests in mind, with an independent advisor you can.
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