Conifer Investments Overview

General Information

Conifer Investments is a multi-family office headquartered in West Hartford, United States. Founded in 1982, the firm provides discretionary and non-discretionary portfolio management to high-net-worth individuals, charitable organizations, and other private clients, overseeing approximately $413 million in assets across 88 accounts. It leverages a lean, adviser-led structure and long-tenured leadership—delivering bespoke investment advisory and wealth planning services.