Condor Capital

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Description

Founded in 1988, Condor Capital is an employee owned SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios, rather than commissions or number of trades, so there is no conflict of interest regarding our investment decisions.

Condor Capital offers specialized services in the area of 401(k) and non-qualified deferred compensation plans to corporate clients. We currently provide 401(k) and deferred compensation plan consulting and due diligence reporting to several Fortune 1000 corporations. We also provide these services to large foundations and other charitable organizations.

As an employee-owned company, everyone has a stake in the quality of our work the success of our practice, and the satisfaction of our clients. Through Condor’s Employee Stock Ownership Plan (ESOP), every Condor employee has the opportunity to purchase shares of company stock. Condor is one of approximately 11,000 companies in the US that offers their employees the chance to create and share in the success of the company through an ESOP. Companywide ownership boosts productivity and helps to speed company growth, as all employees are in line to achieve the same goal.

Overall, we continue to manage risk for our clients by determining the appropriate equity and fixed income allocation that fits with their goals, objectives, and risk tolerance. This decision is one of the most important determinants of portfolio performance over the long-term.

Once your portfolio is established, you will receive regular communication regarding your accounts. In addition to receiving trade confirmations and monthly statements from the account custodian, we provide you with customized quarterly statements. You will also receive Condor’s quarterly newsletter and periodic alerts about important developments.

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