Condata Group Inc

Condata Group, Inc. is an Investment Advisory Firm based in New York, offering a range of financial services to help clients achieve their financial goals. With a team of industry experts, they provide management and advice on retirement and pension funds, investment in stocks, bonds, and mutual funds, as well as dealer services in mutual funds, annuities, and insurance.

Under their Pension and Retirement division, Condata Group offers management and advice for different plans, including Separately Managed Accounts (SMA's) tailored to specific client needs. They also utilize Modular Portfolio Construction (MPC) to meet the needs of institutional clients, incorporating CORE, ALPHA, ALTERNATIVES, and TACTICAL models. Additionally, as a licensed Insurance Agent and broker, they provide guidance on appropriate insurance levels and types, incorporating annuities in their portfolio strategies when suitable.

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