A complete list of active advisors currently associated with Conway Capital Management, Inc.

Warmer can help you find a great advisor at Conway Capital Management, Inc. or one who fits your needs even better.

Conway Capital Management provides investment management to high-net-worth individuals, associated trusts, pension and profit-sharing plans, and other legal entities, serving roughly 68 clients. Services are offered on both discretionary and non-discretionary bases and generally include portfolio management across equities, fixed income, ETFs, mutual funds and, on occasion, private or closed-end fund investments. The firm follows a fundamental, long-term investment approach—typically holding positions for three years or more—while tailoring portfolios to each client’s objectives, risk tolerance and tax considerations. Conway conducts internal research supplemented by third-party research and may incorporate outside private funds or separate-account vehicles when appropriate. Distinctively, the firm manages about $232 million in client assets, producing an unusually high asset-to-advisor ratio relative to peers, and it maintains a $10 million minimum for new accounts. Operational features that stand out include a longstanding institutional custody relationship that supplies trading and back-office services, the use of fair-valuation procedures for illiquid investments, and a formal policy to review and rebate material valuation-related overcharges.

To learn more about the advisors currently working at Conway Capital Management, Inc., 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.