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.
Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management.
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