Conifer Investments provides highly personalized investment advice to individuals and not for profit organizations. Our counsel is based on a broad understanding of the goals, tax status and general circumstances of each individual client. We implement our investment programs within a conservative investment philosophy that emphasizes diversification and relative value.
Investment Management
Create an investment plan individually-tailored to meet your financial goals.
Wealth Preservation
Preserve and grow your assets while being mindful of risk, taxes and fees.
Charitable Giving
Meet your philanthropic goals by maintaining a charitable program including all private foundation needs.
Estate Planning
Ensure your assets are transferred to their intended beneficiaries in the most tax efficient manner possible.
Welcome to Conifer Investments
Founded in 1991 and headquartered in Hartford, Connecticut, Conifer Investments Ltd. provides investment advisory services principally to individuals, families, trusts and endowments. Conifer offers advice to clients on matters such as intergenerational wealth transfer, taxes, trusts, estate planning and philanthropy.
-
Additional Links