Conroy Capital LLC

Conroy Capital LLC (CCL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. CCL creates an Investment Policy Statement outlining the client's situation and constructs a plan to select a suitable portfolio. CCL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and treasury inflation-protected bonds. Clients may impose restrictions on investments, but CCL reserves the right to end the relationship if restrictions hinder service.