WEALTH MANAGEMENT INVESTMENT ADVICE RETIREMENT PLANNING BUY-SIDE FINANCE Since 1998, Conrad Capital Management Inc. (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 38 years of experience within the financial services industry. Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. The investment philosophy is based on Modern Portfolio Theory, an investment approach that attempts to quantify and control portfolio risk. 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. Instead of just focusing on individual securities, we also analyze the relationship between risk and reward in the total investment portfolio. CCM looks at the connection among all components, because risk can be diversified away. We aim to generate the most return for a given amount of risk.
