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.