As part of our investment process at Condor, we take the time to determine your overall investor profile. This includes indentifying short-term and long-term goals, risk tolerance, liquidity needs, tax issues, and other special concerns.
We then design an appropriate investment strategy for you to provide diversified exposure to the global equity and fixed income markets.
We can advise on every investment account in your portfolio to ensure a cohesive investment strategy is in place. This includes brokerage, IRA, trust, 401(k), annuity, stock option, and other investment accounts.
We draw on the expertise of our own investment research team to seek out prevailing market trends and identify investments for your portfolio.
Most accounts are managed on a discretionary basis, which allows our portfolio managers to efficiently execute trades on your behalf. Accounts are typically maintained at a discount brokerage firm to keep trading costs low.
- Customized portfolio based on your investor profile
- Advise on all investment accounts
- In-house investment research expertise
- Provide discretionary investment management services
Condor offers a number of in-house investment management strategies, using stocks, bonds, mutual funds, and exchange traded funds. We aim to construct diversified equity portfolios with exposure to various investment styles, market capitalization, and geographic region. Bond portfolios are diversified among several different types of fixed income instruments, including bonds of varying maturities and credit qualities.
Depending on your unique requirements, we may utilize one or more of our investment strategies in your portfolio. At times, we may even draw on the investment capabilities of external investment managers if we feel they can add significant value to your portfolio.
As long-term investment managers, we do not believe in timing the market and tend to stay fully invested, which makes asset allocation a paramount decision. Our low-turnover approach keeps transaction costs low and tends to provide tax-efficient results.
Our strategies can be customized to suit your unique needs, such as restricting investment in certain areas, accommodating concentrated positions, or even incorporating socially responsible investment vehicles.
- Exchange Traded Funds
- Mutual Funds
- Corporate Bonds
- Municipal Bonds