Capital Income Builder
Conifer Investments Ltd, abbreviated as CINV, was established in 1991 with its headquarters located at 65 LaSalle Road Suite 402, Hartford, Connecticut. The company's president is Carolyn A. Paldino.
Overview
Scope of Business: The company offers investment advisory services, including reviewing clients' financial situations, setting investment objectives, asset allocation goals, and designing and implementing investment plans. They primarily serve individuals, families, trusts, and foundations.
Asset Management: As of December 31, 2023, Conifer Investments Ltd. managed assets totaling $3.895 billion across 121 accounts. The majority of these assets, amounting to $3.21 billion, are under non-discretionary management; the remaining accounts, totaling $685 million, are managed discretionarily. To date, the company has served over 350,000 clients.
Investment Strategy: The company employs an asset allocation strategy for portfolio management, determining appropriate asset allocation strategies based on clients' investment objectives, risk tolerance, and relevant constraints (such as liquidity, retirement/education funding). Their investment analysis incorporates fundamental, technical, and cyclical approaches.
Account Review and Reporting: Each account undergoes monthly reviews by account managers, with regular assessments of portfolio structure, client needs, long-term investment strategies, current investment policies, and market conditions. Detailed quarterly reports are prepared, including summaries of transactions for each investment account, investment performance analysis, comparative charts, and written commentary.
Investment Philosophy: The company's investment strategy includes fundamental, technical, and cyclical methods. They evaluate the fundamentals of companies or investment products, including the financial health and management of investments. Additionally, they analyze the organic growth prospects and future outlook of industries or asset classes.
Code of Conduct: Conifer Investments Ltd.'s code of conduct ensures compliance with federal securities laws and addresses conflicts arising from the personal trading activities of advisors. The code mandates adherence to behavioral standards and solutions for conflicts stemming from personal transactions.
Global Presence: The company has offices in over 20 countries worldwide, including the USA, UK, China, France, Australia, etc., employing 3,880 staff members. This includes financial analysts, quantitative traders, information coordinators, planners, software engineers, online customer service representatives, and more.
Regulatory Compliance: Conifer Investments Ltd. is an investment advisory firm registered in Connecticut, USA, regulated by the U.S. Securities and Exchange Commission (SEC). The SEC is a federal regulatory body responsible for overseeing and regulating the securities industry, including investment advisory firms. Hence, Conifer Investments Ltd., as an investment advisory service provider, is under SEC regulation. Additionally, its subsidiary in India is directly regulated by the Private Fund Management Association and the banking system.
CINV is proud to introduce "THE PREMIER STRATEGY," a special initiative designed to connect investors through interactive groups and live broadcasts. Led by the renowned instructor Dev Shah and his skilled team, this program introduces innovative stock market trading strategies and delivers live, precise online analyses to improve your decision-making skills. CINV is dedicated to guiding you through your investment journey in the stock market, focusing not only on growing your assets but also on enriching your knowledge of stock trading.
References
- CINV introduced "THE PREMIER STRATEGY" to connect investors through interactive groups and live broadcasts. menafn.com
- CINV introduced "THE PREMIER STRATEGY" to connect investors through interactive groups and live broadcasts. dailyhunt.in
- CINV introduced "THE PREMIER STRATEGY" to connect investors through interactive groups and live broadcasts. malaysiantalks.com
- CINV introduced "THE PREMIER STRATEGY" to connect investors through interactive groups and live broadcasts. heartofmalaysia.com
- CINV introduced "THE PREMIER STRATEGY" to connect investors through interactive groups and live broadcasts. malaysiacorner.com
- CINV introduced "THE PREMIER STRATEGY" to connect investors through interactive groups and live broadcasts. thailandtribunal.com
