The Connemara Group, LLC

The Connemara Group is a registered investment adviser based in Gaithersburg, Maryland, established in 2015 by Thomas Conway and David Quinn. The firm offers portfolio management services through a wrap-fee program, providing asset management and brokerage services for one all-inclusive fee. Clients grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Assets are held at Charles Schwab & Co. Inc or Fidelity Financial Services. The wrap fee is based on a tiered annual schedule, ranging from 0.30% to 0.60% depending on assets under management. The firm's investment strategies include fundamental analysis, modern portfolio theory, long-term purchases, efficient market hypothesis, and liability-driven investing. Clients must have a minimum of $2,000,000 to open an account, which may be waived based on potential asset growth. The firm discloses potential conflicts of interest, such as affiliated entities and IRA rollover recommendations. The firm's code of ethics emphasizes acting in clients' best interests and avoiding conflicts. Clients are encouraged to consult with a tax professional regarding investments. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on clients' behalf. Clients are advised on the considerations of rolling over retirement assets to an IRA managed by the firm.