Conway Investment Solutions

Fee-Only (% of Portfolio)Fixed/Hourly

Conway Investment Solutions connects financial advisors and their clients to a curated list of alternative and traditional investment funds. Conway provides advisory services to pooled investment vehicles and offers investment management and consulting services to registered investment advisors, trust companies, and institutions. These services include due diligence, capital markets research, asset allocation analyses, portfolio construction, and education. Conway seeks to minimize investment risk through diversification and careful selection of investment vehicles.

Assets Under Management$1.3B
Clients9
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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No advisors found for this firm.