W.J. Conn Capital is an independent firm serving individual and institutional investors. Founded in 2022, W.J. Conn Capital was established to provide an environment where investors can exchange ideas about investing and discuss their financial goals. The firm operates under the vision to "bring Wall Street to Main Street" by simplifying investment choices and prioritizing results.
Based in Oakland, California, the firm works with a team of advisers whose combined backgrounds span decades in the industry. Its approach emphasizes listening to clients’ perspectives and developing strategies aligned with their stated objectives. The organization also supports an independent, entrepreneurial setting for its advisers that allows them the freedom and flexibility to devise creative solutions to challenging problems. The team is led by managing director William Conn, a Certified Financial Planner with over 35 years of experience in financial services.
Investment advisory services are offered through International Assets Investment Management LLC, an SEC-registered investment adviser. W.J. Conn Capital is an independent and unaffiliated entity.