Core Values

At Connor Capital Management, our mission begins and ends with making your life more enjoyable – personally, professionally, and among your family and community. Because, isn’t that what your wealth is for? If we can help you enjoy a richer life, then we have done our job.

That being said, many financial intermediaries say the same thing, in so many words. As your Personal Chief Financial Officer, we replace words with compelling action, backing our core values with a deliberate process and expertise to deliver a world-class client experience. We deliver these services in a conflict free environment with a consultative approach to help our clients preserve their financial freedom. We offer:

  • A holistic, consultative relationship as your personal CFO
  • Dedicated, process-based services for successful individuals and families
  • Coordinated wealth management from our team of specialized experts
  • Investment management grounded in sound fundamentals and delivered in a fiduciary, fee-based business model