Wealth Management
Our team provides comprehensive investment management, crafting tailored strategies to support your financial goals. We focus on helping you grow and preserve wealth through personalized portfolios designed to adapt to changing markets.
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Getting to Know You
Tailored Investment Strategies
We offer 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 capitalizations, and geographic regions.
Bond portfolios are diversified among several different types of fixed-income instruments, including bonds of varying maturities and credit qualities.
Personalized Investment Process
Crafting Strategies Just for You
At Condor Capital, we take the time to determine your overall investor profile, including identifying short-term and long-term goals, risk tolerance, liquidity needs, tax issues, and other special concerns.
This personalized approach allows us to craft an investment strategy tailored to your unique financial circumstances.
Key Components of a Portfolio Evaluation
Volatility
Are you limiting your returns with a conservative allocation? Or are you taking on too much risk for the returns you are generating?
Fees
Expensive funds can drag on your returns. We emphasize low-cost investment vehicles to maximize your portfolio's growth potential.
Geographic Allocation
A well-diversified, global portfolio includes exposure not only to U.S. securities but also to developed and emerging foreign markets.
Individual Stock Weighting
A concentrated position in a single stock can be risky. We help manage that risk by recommending diversification.
Minimizing Taxes
We focus on reducing your taxes so that you keep more of what you earn, including tax-loss harvesting where applicable.
Rebalancing Your Portfolio
Regular rebalancing keeps your investment strategy on target, ensuring your portfolio's asset allocation aligns with your goals.
Your Investment Path
Helping you create an effective and organized investment path is one of the functions we can expertly help you with. At Condor Capital, we pride ourselves on being more than a faceless company that relies only on automated technology. We are a group of qualified professionals with diverse backgrounds who share one common goal: serving you.
Establishing Objectives
Getting to know each other is important – this doesn't mean asking you to complete a brief, 5-minute survey. We believe in transparency and want to get to know you, your goals, and your risk tolerance during our no-obligation introductory meeting in order to determine your unique investment profile. Once we get to understand what you are looking for, we can help provide you with alternatives that meet your goals.
Asset Allocation
Based on the information you provide us, we will recommend an appropriate asset allocation that will either emphasize growth, income, capital preservation, or a combination of these.
Portfolio Management
As an independent advisor with a fiduciary duty, Condor Capital does not accept any kickbacks or commissions from using the investments that we do. That means our team is not limited to proprietary products and seeks only the best investment choices to construct your portfolio.
Monitor & Evaluate
We monitor and evaluate your portfolio constantly, making sure that it is properly invested and rebalanced.
Working with Your Portfolio
Minimizing Taxes
We're always trying to reduce your taxes, so you keep more of what's yours. This includes minimizing portfolio turnover and incorporating tax-loss harvesting when applicable.
Reinvesting Your Dividends
Dividends are an important component of generating total return, so we make sure they are reinvested.
Rebalancing Your Portfolio
Your portfolio is rebalanced to make sure your investment and asset allocations remain on target.
The Value of an Advisor
An advisor’s value can be added through a combination of portfolio construction techniques, better wealth management practices, and guiding clients through different market environments to avoid shortsighted decisions.
Source: Putting A Value On Your Value: Quantifying Vanguard Advisor’s Alpha
Asset Allocation Using Diversified ETFs And/Or Mutual Funds
Proper asset allocation delivers significant value but is difficult to quantify due to the unique profiles of each investor.
Potential Value
Being Mindful of Fees
Proper asset allocation delivers significant value but is difficult to quantify due to the unique profiles of each investor.
Potential Value
Managing The Asset Allocation With Taxes In Mind
Properly investing assets in both taxable and tax-deferred accounts is another way advisors can deliver value to their clients.
Potential Value
Investing For Income Versus Generating Total Return
An emphasis only on income can lead to taking on excess risks, so a focus on total return may enhance diversification and offer better tax efficiency. The value-add is difficult to quantify due to the uniqueness of each investor and his/her need for income.
Potential Value
Rebalancing To Maintain Target Allocation
Over time, different investments will generate various returns. Periodic rebalancing ensures your portfolio remains aligned with your intended target.
Potential Value
An Appropriate Drawdown Strategy
As more and more investors begin to retire and need to withdraw from the portfolio, it is important to consider the most effective ways to take money out for living expenses.
Potential Value
A Steady Guide Through Good And Bad Times
Advisors also add value by coaching clients and ensuring that they look past short-term concerns in order to stay disciplined and focus on the bigger goals.
Potential Value