Conrad Capital Management, Inc.

Conrad Capital Management, Inc. provides investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, and corporations through both discretionary and non‑discretionary arrangements. Its service menu includes money management, modular financial planning, pension consulting, selection of third‑party managers, concierge services, and public seminars.

The firm follows a top‑down, demographically driven investment process that emphasizes diversified exposure via mutual funds, ETFs and index funds, complemented by alternatives and private investments for accredited clients and laddered fixed‑income allocations to manage volatility. Portfolios are tailored from client questionnaires and risk profiles, favor long‑term holdings, employ proprietary strategies, and may include occasional IPO participation only after individual client notification and a minimum holding period.

Notable distinctions in the brochure include a formal program of free educational seminars and participant education for plans and a concierge offering that provides introductions to attorneys and accountants and a complimentary initial estate planning consultation. The firm also discloses specific practices around insurance and REIT products—generally not charging advisory fees on variable annuities or REITs sold for commissions by supervised persons, with a stated exception and fee arrangement for one AXA annuity product—and describes conflict‑mitigation and supervisory procedures for advisers who also operate as registered representatives.