About Us
Successfully guiding our clients for more than 30 years
Conry Asset Management was established in 1992 by Brendan T. Conry in Kensington, Connecticut, and a second office was opened in Southwest Florida in 2022. Over the past 30 years, we have prided ourselves on the deep relationships we foster with our multi-generational clients, as well as non-profit endowments and foundations, and 401(k) plan sponsors.
Trained, Experienced, Trustworthy
When you work with us, you will have full confidence that we know you well, understand your goals, and are making prudent investment decisions on your behalf. We are driven to offer you the knowledgeable and trusted guidance you need to help live your life with purpose and fulfillment.
Independent Advice You Can Count On
We build lasting partnerships with our clients. Rather than following the sales-driven demands of a corporate office, we report to one person alone: you. This approach means you benefit from our objective guidance as we act as fiduciaries when providing investment advice, committed to serving in your best interest at all times.
The Strength of Our Investment Management Process
Our portfolio construction strategies allow us to position equity and fixed-income investments where they will provide the most tax-efficient returns. We also manage endowment and foundation portfolios for non-profit institutions.
Taking Clients Where They Want To Go
We believe education is key. Client education is the foundation of our process, resulting in a collaborative focus on achieving long-term investment and financial results.
