Founded by Donald Conrad CEO, who has over 36 years’ experience within the financial services industry. Conrad Capital Management’s goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management.
CCM clients have special knowledge from all walks of life, ranging from Firefighters and Electricians to Plumbers, Carpenters and Air Pilots. The CCM team has seen firsthand the benefits that unions bring to their members and has worked hard to provide highly customized face-to-face investment advice for affordable fees to active and retired Union Members and Officers. If you are a Union Member, and you are close to retirement, or are confused as to where and how to invest your money, please give Don Conrad at CCM a call at (631) 439-7878.
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