HistoryA Heritage of Operational ExcellenceOur roots go back to 1989, when Conifer's predecessor firm was founded as a 'multi-manager investment platform' comprised of various independent managers supported by a common middle and back office.
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In 1999, Phil Stapleton led a group of managing partners and investors to refocus Conifer's mission to provide customized middle and back office support to independent money managers. Today, Conifer's unique platform offers our client partners the opportunity to leverage our wisdom, experience and expertise to build the infrastructure necessary to manage the life-cycle of an investment.| Copyright © Conifer Securities 2007. All rights reserved. |