Our Story
A Lifelong Story of Wealth Management Success
A Client-First Approach
We believe in transparency and collaboration to deliver long-term wealth management success.
Our Philosophy
Founded over 30 years ago, we have always prioritized our clients' unique needs, ensuring every decision is driven by their best interests.
Our team collaborates closely to identify market opportunities, providing sharper insights and an investment edge for our clients.
The Founding of Condor Capital
In 1988, at just 23 years old, Ken Schapiro founded Condor Capital to revolutionize the wealth management industry with a fee-only, client-centric approach.
“We knew we had to be transparent and put clients first. That's why we embraced fee-only financial planning,” Ken says.
Today, we manage over $1 billion in assets for clients nationwide, reflecting our commitment to growth and excellence.
Our Investment Philosophy
We construct diversified portfolios using a mix of active and passive strategies, focusing on low-cost, efficient funds tailored to each client's goals.
“We actively manage where appropriate, but we're not confined to one strategy,” Ken explains. “It all comes down to our clients' needs and our economic outlook.”
Guiding Your Financial Future
We're committed to our clients' success, maintaining a long-term view to deliver strong performance in all market conditions.
Comprehensive Financial Services
We offer a wide range of financial planning services, including:
- Retirement Planning
- Life Event Planning
- Estate Planning
- Tax Planning
- Insurance Evaluation
- Educational Planning
Our diverse clientele appreciates our personalized approach and broad reach across the nation.
Building Meaningful Partnerships
We create deep relationships with our clients by understanding their needs and delivering actionable insights and solutions.
Our collaborative approach helps clients navigate change and achieve better outcomes.