Partner every Step of the Way.
When you’re planning for your future, with dreams of sending a child to college or shaping an active retirement, ensuring you have the right investment management professional by your side can make all the difference.
Strength and stability combined with long-term relationships.
Coneeny Investment Management, LLC, oversees over $60 million in assets for more than 150 families.* We are dedicated to reviewing economic trends, adjusting our investment models, and constantly searching for the most appropriate combination of investment vehicles. Each family is carefully analyzed to ensure that portfolio risk is managed to their specific tolerance. As of August 23, 2021.
We use a holistic approach designed to address all aspects of your financial life.
Our dynamic total wealth management approach is customized to help meet your unique financial needs and objectives. We follow a comprehensive five-step process designed to determine the optimal approach to managing your wealth.
We know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and invest for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you many questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.