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 to individuals, high‑net‑worth individuals, and charitable organizations, and it also advises and manages a privately offered pooled investment vehicle. The firm documents client objectives in an Investment Policy Statement and implements ongoing monitoring across mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income and Treasury Inflation Protected Securities. The firm applies both fundamental and technical analysis and uses a mix of long‑term and short‑term trading strategies, tailoring allocations to each client’s goals, time horizon and risk tolerance. Accounts are managed on a discretionary basis, reviewed at least monthly, and clients receive regular custodial reporting; the firm commonly uses institutional custody platforms and may receive research or services from custodians. A distinctive aspect of the business is that Conroy Capital acts as manager and general partner to CC Equity Partners LP, a long‑only private fund the firm added recently, and may recommend the fund to suitable clients while retaining full ownership interest. Operating a pooled private fund while remaining a small, solo‑advisor independent firm is relatively uncommon among peers and represents a material component of the firm’s activities.

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.

Name	Location	Years of experience
Matthew Conroy	Bensalem, PA	2

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