We are a registered Portfolio Manager. We have a strong management team with expertise in risk management, focused on long-term wealth creation. We aspire to outperform the stock markets over a period of time. With a dedicated Relationship Manager, access to Investment Counsellors, research reports, regular updates and wealth creation plans, we aim at excellence in Portfolio Management.

Our Advisory Services:

  • Goal Planning
  • Retirement Planning
  • Insurance Planning
  • Emergency Funds
  • Tax Planning
  • Budgeting & Loan Management
  • Investment Planning

Our Principles

There are some things we just won't do for money. For example, Conger does not recommend tobacco & Alcohol manufacturing companies for its clients' portfolios. Here are our central tenets.

  • 1. We are investment partners, not service providers.
  • 2. We are only interested in long-term relationships.
  • 3. Our first order of business is protection of capital.
  • 4. It is important to us to be passionate about investing.
  • 5. We are measured and deliberate in our decision-making.

Contact us today
to get started.