Condor Capital Recognized as a Top Financial Advisor in NJ Monthly Magazine and by Medical Economics
MARTINSVILLE, N.J., Feb. 18, 2014 /PRNewswire/ — Founded in 1988, Condor Capital is an employee owned SEC-registered wealth management firm. It strives to be more than just an investment manager by also providing its clients with a comprehensive range of financial planning services on a complimentary basis. Condor prides itself on a tightly-knit and academically diverse team of investment and financial planning professionals with broad experience and expertise.
With that said, in the January issue of New Jersey Monthly, Ken Schapiro was recognized for the third time as a 2014 Five Star Wealth Manager1.
“To be recognized with this prestigious award for the third time now is certainly an honor,” said Condor Capital President and Founder Ken Schapiro. “This award reflects our overall philosophy, which places our clients’ needs at the center of everything that we do. We thank our clients for their support over the past 25 years, as everything we have accomplished would not be possible without them.”
Condor Capital was also recently named one of 2013’s Best Financial Advisors for Doctors by Medical Economics2. Condor Capital was selected for this list based on its financial knowledge & experience working with doctors, as well as its good standing in the wealth management industry.
“With extensive experience working with doctors and other healthcare industry professionals, this award showcases our ability to navigate the various investment management and financial planning needs of these individuals,” said Schapiro. “Since Condor Capital is an employee-owned company, all of our employees have a vested interest in going above and beyond for our clients.”
Condor offers a number of in-house investment management strategies, using stocks, bonds, exchange traded funds, and mutual funds. The firm aims to construct diversified equity portfolios with exposure to various investment styles, market capitalizations, and geographic regions. Bond portfolios are diversified among several different types of fixed income instruments, including bonds of varying maturities and credit qualities. As a fee-only independent wealth manager, we eliminate potential conflicts caused by commissions. Condor Capital clients receive unlimited, free financial planning and a unique investment strategy because, when it comes to your money, one size does not fit all.
1 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaints filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 3,315 New Jersey wealth managers were considered for the award; 646 (~20% of candidates) were named Five Star Wealth Managers.
2 The Medical Economics Best Financial Advisers for Doctors listing is based on the following criteria: qualifications, good standing with the SEC and FINRA, fee arrangements, and minimum portfolio. Medical Economics Best Financial Advisers is a paid Listing advertising supplement, written and published by Advanstar Communications Inc as a source of information concerning individual financial advisers for use by physicians, healthcare professionals, and the public. The listing is provided as a service to its subscribers, and the Medical Economics Best Financial Advisers Advertising Supplement does not contain sufficient information to verify the Advisers credentials but it does offer the public, physicians, hospitals, and managed care organization, and other care organizations general information pertaining to the listed advisers. Adviser data is self-reported by the Adviser. References to any specific adviser does not imply or constitute an endorsement, recommendation, or favoring of such Adviser by the Publisher or any of its affiliates.
Founded in 1988, Condor Capital is an employee-owned, SEC-registered investment advisor based in Martinsville, N.J. employing 15 professional and support staff. Since Condor is a fee-only investment management firm, its fees are based on portfolio size, not sales commissions or number of trades. For more information on Condor Capital, please visit www.condorcapital.com or call 732-356-7323.
Contact: Ken Schapiro, email@example.com
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