How does the advisor help clients – Key Takeaways:
CONWAY ASSET MANAGEMENT, INC. provides expert financial advice and management services to clients in order to help them achieve their financial goals.
The firm offers a wide range of financial services and caters to a diverse client base, making it a top choice for those seeking professional and comprehensive financial management.
Through their experienced team of advisors and their commitment to providing personalized and tailored solutions, CONWAY ASSET MANAGEMENT, INC. remains a trusted and reliable financial expert in the industry.
Facts and Insights
Founded in 1995, CONWAY ASSET MANAGEMENT, INC. has over 25 years of experience in the financial industry.
The firm is headquartered in New York City, and also has offices in Los Angeles and Chicago, making their services accessible to clients nationwide.
CONWAY ASSET MANAGEMENT, INC. has been recognized for their excellence in the industry, receiving accolades and recognition from various reputable organizations and publications.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $2 billion | 50+ |
| 1996 | $3.5 billion | 70+ |
| 1997 | $4.5 billion | 80+ |
CONWAY ASSET MANAGEMENT, INC. has consistently shown significant growth in assets under management since its inception, a testament to the effectiveness of their financial strategies and solutions.
The firm has a team of over 50 advisors, all with extensive backgrounds and expertise in various financial areas, enabling them to provide comprehensive and well-rounded services to their clients.
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
CONWAY ASSET MANAGEMENT, INC. offers a range of financial services that cater to the unique needs and goals of each client. This includes investment management, financial planning for individuals and businesses, and specialized planning such as retirement and estate planning.
The firm also offers tax planning and insurance planning services, providing a comprehensive approach to managing their clients’ finances.
Client Types
- High net worth individuals
- Businesses
- Retirees
- Families
- Charitable organizations
CONWAY ASSET MANAGEMENT, INC. serves a diverse client base, including high net worth individuals, businesses, retirees, and families. This demonstrates their ability to cater to the unique needs and goals of different types of clients.
The firm also works with charitable organizations, providing them with the necessary financial planning and management services to effectively manage and grow their funds.
Fees & Compensation
CONWAY ASSET MANAGEMENT, INC. operates on a fee-only basis, meaning they do not earn commissions or receive any compensation from transactions made on behalf of their clients. This helps to eliminate potential conflicts of interest and ensures that the firm prioritizes their clients’ best interests.
The firm’s fees are based on a percentage of the assets under management, and they provide transparent and straightforward communication with their clients regarding fees and any potential charges.
Background
The founder and CEO of CONWAY ASSET MANAGEMENT, INC., John Conway, has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and holds other prestigious certifications in the field, making him a highly qualified and knowledgeable financial expert.
The firm has a team