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Our Journey Is To Serve & To Inspire
Today there is another way to accumulate wealth & save for retirement. It's called the Managed Account.
The Managed Account is a personalized investment service previously only available to the wealthy.
The Managed Account provides greater control, greater transparency, and is tax efficient.
We provide our clients medium and high risk-return strategies guided by our proprietary software.
We Manage Your Account While You Maintain Control.
1. Open an account in your name - You remain in control of your funds.
2. Authorize Conner Management Group to invest account funds.
3. You see your investment positions and account balance 24/7.