A complete list of active advisors currently associated with Conquis Financial LLC

Warmer can help you find a great advisor at Conquis Financial LLC or one who fits your needs even better.

Conquis Financial LLC provides discretionary and non-discretionary investment management along with financial planning and consulting to individuals (including high-net-worth clients), trusts and estates, charitable organizations, corporations, and retirement-plan participants. The firm also engages independent managers and sub-advisors to manage portions of client assets under separate agreements. The firm combines passive and active strategies and uses diversification and Modern Portfolio Theory principles to construct and rebalance portfolios based on each client’s objectives, risk tolerance, and tax considerations. Conquis employs tax-aware tactics — including tax-loss harvesting and direct indexing for tax-loss targeting — and continuously monitors both internal portfolios and third-party managers to keep allocations aligned with client goals. Noteworthy for a three-advisor practice, Conquis manages roughly $280 million across about 50 client relationships, which suggests a relatively concentrated, potentially more customized advisory model than many peers. The firm does not vote client proxies (clients retain proxy voting authority), may allow margin accounts at client request, and discloses custodial and brokerage support arrangements used to facilitate trading and account administration.

To learn more about the advisors currently working at Conquis Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.