Conway Investment Research, LLC

Conway Investment Solutions, established in 2010, specializes in connecting financial advisors and clients to alternative and traditional investment funds. The firm offers advisory services for pooled investment vehicles like the Conway Alternatives Platform and various funds. Their investment philosophy focuses on minimizing risk through diversification and careful selection of investment vehicles. The firm's principal owners are Richard Douglass Baur and Thomas Steven Margulis. Conway Investment Solutions acts as an advisor to Access Funds, providing access to third-party investment funds. The firm also manages the Private Fund, investing in underlying funds. Clients can invest in the Private Fund with a minimum of $1,000,000. The firm charges management fees based on a percentage of assets under management, with fees negotiated case-by-case. Conway Investment Solutions does not accept referral fees and prioritizes autonomy in manager selection. The firm provides investment consulting services, including investment strategy design, manager selection, and performance evaluation. The firm's investment strategies include long-term and short-term purchases, with a focus on risk management. Clients receive quarterly portfolio reviews, and the firm has a Code of Ethics to ensure fiduciary duty. The firm does not maintain custody of client assets, and client privacy is protected through strict policies.