Executive Help and Advice
Condor's service platform is web-based and easy to use. Participants can click on their 401(k) or deferred compensation account(s) to view current choices and their true investment performance. Participants also have access to Condor's proprietary research for each investment choice offered, enabling executives to make informed decisions. Other portfolio reports include appraisals, transactions, and gains and losses.
Asset allocation can be the single most important determinant in a portfolio's long-term performance. Our asset allocation tools help executives to make informed decisions when selecting investment choices inside their 401(k) or deferred compensation plan. First, an investor profile is developed which determines the participant's investment objective. A recommended allocation is then created from this profile that tells the participant exactly which choices to invest in. Proper asset allocation can have a significant, positive impact on a portfolio's return and a participant's retirement dollars over the long run. Self-guided financial planning tools such as college funding, retirement and estate planning calculators are also provided. Each participant can customize his or her own plan for current and future financial events. If an executive wants to speak directly to a qualified investment advisor, Condor Capital will be there to offer advice on their company investment plans.
Other available benefits include stock option tracking and account aggregation for outside accounts. Stock options are often a key component of compensation and are easily tracked by entering the separate grants online. Once entered, executives can run multiple scenarios to determine the most advantageous and tax-efficient method of managing their options. Participants can also aggregate and view most personal investment accounts online. This technology is cutting edge and not available at most brokerage firms.
Whether it's through our website or in person, we are committed to our corporate and individual clients through a growing menu of customized investment services and professional guidance.
Corporate Due Diligence
Condor Capital offers specialized services in the area of 401(k) and non-qualified deferred compensation plans to corporate clients. We currently provide 401(k) and deferred compensation plan consulting and due diligence reporting to several Fortune 1000 corporations. We also provide these services to large foundations and other charitable organizations.
Many of our corporate relationships have originated from a strategic relationship with TBG Financial, who is the largest and most respected provider of non-qualified deferred compensation plans in the country. TBG has identified Condor Capital as a firm that has the expertise and technology to provide a robust menu of investment services to their corporate clients. TBG acquired a minority interest in our firm and has introduced Condor Capital to their growing list of clients.
Condor Capital is uniquely qualified to help investment and pension committees evaluate their investment plans and offer the best investment choices to their valued executives. With superior technology and access to top-tier investment research, our Chartered Financial Analysts consult on company investment plans in an accurate and timely manner.
More specifically, Condor Capital provides quarterly, semi-annual or annual due diligence reporting on company investment plans. We will analyze your current investment choices, determine where the plan's strengths and weaknesses lie, and provide an executive summary for each choice in the plan. Within the executive summary, we evaluate each choice and assign it a proprietary rating based on our research and the fund's performance relative to its benchmark and peer group.
Condor also has the ability to report on your plan's investment performance. Performance reporting on a dollar-weighted basis is done for the plan as a whole and for each investment choice within the plan. Our due diligence will provide you with the research needed as a fiduciary, to be confident in the quality and breadth of the investment choices being offered to your valued executives.
Additional Services
Condor Capital also offers IT services. Please email us at adams@condorcapital.com for additional information.
