Conway Capital Management, Inc. provides personalized investment management services for high-net-worth individuals, families, trusts, and retirement plans. Founded in 2004 and based in Burbank, California, the firm builds long-term investment strategies tailored to each client's specific goals and risk tolerance, typically utilizing equities, fixed income instruments, exchange-traded funds, and mutual funds. Conway Capital Management operates primarily on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for each transaction, though non-discretionary arrangements are also available. The firm takes a long-term approach to investing and works closely with clients to construct diversified portfolios while accommodating reasonable restrictions, such as holding specific low-tax-basis securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees for portfolios above $25,000,000 are negotiable. Conway Capital Management may negotiate different fee arrangements or lower rates for family members and friends.