When partnering with financial advisors and consultants as a third-party manager, we establish relationships that are personal and rooted in professional integrity. An increased number of fiduciaries overseeing a family office, large individual client or institutional portfolio have varied perspectives and priorities and that is why we customize our approach based on a clear and thorough understanding of the complexity of each organization’s financial goals and ambitions.
We then tailor a thoughtful investment portfolio on a custom-designed, fully discretionary basis to help achieve their required levels of income, capital protection, and tolerance for risk. After that, we continually monitor and adjust in response to an organization’s changing financial initiatives, as well as the ever-changing market landscape.
Connors Investor Services, Inc. has been investing on behalf of large clients, institutions and non-profit organizations for over 40 years.
There are many reasons why advisors have partnered with Connors Investor Services over the years and allowed us to help build investment tracks for their clients. After almost half a century of building portfolios, we have learned that it is best to limit the number of engagements we have with clients and advisors, so we may focus the necessary time it takes to responsibly manage individual client portfolios. Building portfolios for you is our focus.
We understand that you are relying on us to handle a specific investment allocation and want to be informed and professionally serviced, so you can concentrate on your wealth management practice.
What advisors like most about Connors Investment Strategies *
About Our Founder, James M. Connors
Connors Investor Services was founded in 1969 in Reading, Pennsylvania, as a Registered Investment Advisor (RIA). Jim Connors, founder and current Chairman, earned his B.A. in economics at Princeton University in 1954 and his MBA degree at the Harvard Business School in 1956. Mr. Connors has been in portfolio management and an advocate of writing covered calls on common stock since the beginning of the Chicago Board Options Exchange (CBOE®) in 1973. The Connors Option Service was one of the first options research publications produced exclusively for investment advisory firms throughout the United States.
In 2015, Jim and Anna Connors were recognized by Alvernia University and awarded the university’s Franciscan Award . The award honors individuals who selflessly give of their time, talents, and resources for the betterment of others. This award was presented to James and Anna Connors for exceptional service to the university, the community, and the profession. We are proud to have Jim as our founder.
Connors Investor Services, The Smart Option, since 1969