CONA Asset Management Platform

Keep things as simple as possible–but no simpler. Keep your expenses low and invest for the long term. Those two principles drive our investment philosophy. But we also understand that no two investors are alike. Different investors have different needs–sometimes very different needs. So we build the CONA Asset Management Platform (aka “CAMP”) to accommodate investors of all types.

Built on a foundation on Nobel Prize-winning academic research in the field of portfolio construction and asset pricing, our investment management platform leverages the strengths of our own expertise as well as the expertise of our partners.


Download the CAMP Overview

Interested in exploring our approach to investment management? Click on the image to the right to download a detailed overview of the CONA Asset Management Platform.

If you like what you see and want to learn more, or simply have questions about our process, please feel free to schedule a call so we can chat.


The team at CONA Wealth LLC provides personal financial planning for proactive, forward-thinking people who want expert guidance on optimizing their wealth.

We specialize in the planning needs of solo entrepreneurs and owners of small & medium businesses.

Services

Cash Flow Planning

Investment Management

Tax Planning

Retirement Planning

Risk Management & Insurance Planning

Wealth Transfer & Estate Planning

Contact

CONA Wealth LLC

177 E. Colorado Blvd. Ste.200
Pasadena, CA 91105

p: 626.657.8710
f: 877.835.9802
e: info@conawealthllc.com

CONA Wealth LLC is the wealth management and financial planning practice of Richard Eddy, CIMA®.
Investment advisory services offered through Change Path, LLC, a registered investment adviser.
CONA Wealth LLC and Change Path, LLC are not affiliated.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.