• 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…

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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…

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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…

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