Conrad Capital Management, Inc.

Conrad Capital Management, Inc. is a registered investment adviser based in Hauppauge, New York, providing personalized investment advisory services since 1997. The firm offers services such as money management, concierge services, financial planning, selection of third-party managers, pension consulting, and seminars. For money management services, clients can opt for discretionary or non-discretionary services, with a minimum initial investment requirement. The firm utilizes a top-down approach to investment, focusing on mutual funds, exchange-traded funds, and individual securities. They have proprietary investment strategies and occasionally participate in initial public offerings (IPOs). The firm's investment philosophy emphasizes long-term investing and tax efficiency. Fees for money management services are based on a percentage of assets under management, with different fee schedules based on the asset value of the client's account. Financial planning services are offered at an hourly fee, with fees due upon completion of services. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, pension and profit sharing plans, trusts, estates, and corporations, with minimum account requirements. The firm's investment strategies include fundamental and technical analysis, long-term purchases, short-term purchases, and cyclical analysis. Clients have the option to grant investment discretion to the firm, allowing for the management of their accounts without prior approval for each transaction. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information.