A complete list of active advisors currently associated with Conroy Capital LLC

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

Conroy Capital LLC provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth individuals, and charitable organizations. Its services include preparing written Investment Policy Statements, asset allocation and selection, and ongoing portfolio monitoring across mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income, and Treasury inflation‑protected bonds. The firm tailors each program through an initial client interview and documents risk tolerance and objectives in the Investment Policy Statement used to guide trading and rebalancing. Its investment process combines fundamental and technical analysis and employs both long‑term and short‑term trading strategies, with clients receiving quarterly custodian reports and the firm acknowledging fiduciary duties for retirement accounts. Compared with many peers, the firm explicitly lists charitable organizations among its client types and provides portfolio management services that can resemble institutional mandates. Prospective clients should note the firm’s modest assets under management (about $1.33 million) and small client roster (roughly 25), as well as operational details disclosed in the brochure—including the adviser’s outside employment commitment and an active insurance license that is not used to sell products—and the firm’s custody relationship with Schwab, which may provide access to institutional services and research.

To learn more about the advisors currently working at Conroy Capital 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.