Our team of industry experts help clients achieve their financial goals.

Management

Advice and management of retirement and pension funds

Investment

Advice on investment in stocks, bonds, and mutual funds

Dealer

Broker/Dealers in the area of mutual funds, annuities and insurance

Solutions we provide

  • Retirement Plan and Pension. Stack of books on wooden desk

    Pension and Retirement

    Under this division, we provide service to institutions as well as individuals. Management and advice are provided for different plans. We offer Separately Managed Accounts (SMA's) and can, therefore, design the portfolio to suit the specific client needs.

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  • Group of business people busy discussing financial matter during meeting. Corporate Organization Meeting Concept with vintage tone

    Portfolio Management

    Modular Portfolio Construction (MPC) In utilizing the Modular Portfolio Construction (MPC), Condata is able to use a mixed Model consisting of CORE - ALPHA - ALTERNATIVES - TACTICAL to meet the needs of individual institutional clients.

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  • Business Communication Connection People Concept

    Annuities and Insurance

    We are a NY State licensed Insurance Agent and broker. We advise clients about the level as well as the type of insurance appropriate for their situation. We also incorporate annuities in our portfolio strategies where appropriate.

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Managing Principal

Conrad A. Henry, BA, MBA brings over thirty years of corporate and financial experience to the management of the firm. He did his graduate work in Finance and Banking at Columbia University and his undergraduate work in Sociology at Howard University.

 

He has taught Finance and Investment banking at the graduate level at the College of Insurance. He has taught at the City University of New York at the undergraduate level in the area of Finance and Entrepreneurship.

His corporate experience includes a position with IBM, and most recently he has been a stockbroker/investment advisor with Dickinson’s and Co. and MetLife Securities.

Market

We have two major geographical marketplaces:

North America

US, Canada and Mexico

International

Caribbean, Central America, South America, Hong Kong, and Africa

Specifically we will market to:

  • Corporations
  • Small Business
  • Non-Profit Agencies
  • Hospitals
  • Universities
  • Government Agencies
  • Physicians
  • Diplomats
  • High Networth Individuals
  • Middle Income Families

Build With Us.

E: info@condatagroup.com
P: 212-233-1460
F: 212-233-1466

Please fill out the form for general inquiries, more information on our investment services or if you would like someone from Condata Group to contact you directly.

We will be in touch within 24 hours.