Concord Forms Strategic Relationship with Argus Research

 

Matawan, NJ- September 30, 2009Concord, a leader in outsourced wealth management solutions, has formed a strategic relationship with Argus Research,, a leader in independent equity research.

 

Within the framework of Concord’s comprehensive Universal Architecture platform, Argus’ research driven investment models will be available to portfolio managers using the Concord Wealth Management Platform.  

According to Nicholas Mariniello, Executive Managing Director of Concord, “Incorporating Argus into our platform extends Concord’s approach to wealth management, which grants banks, brokerages and other Concord clients the ability to integrate a wide range of products, processes and technological capabilities into their own operational infrastructure.”

Concord is pleased to have Argus as a portfolio model provider within our UMA and SMA offerings.  Argus has a long history of providing quality equity research and portfolio management to the financial services community,” said Mr. Mariniello.

Concord’s ability to provide a user-friendly platform enables clients to have more hands-on access to our research driven models,” said James Tierney, Director of Marketing for Argus Investors’ Counsel, Inc., the asset management division of Argus. “We’re excited to offer our clients these new technology options and look forward to the growth and future synergies this relationship promises.”

About Concord Wealth Management

Concord designs, develops, and administers wealth management programs for numerous financial institutions including Trust and Private Banking Firms, independent financial advisors, broker dealers and family offices.  Concord’s team of experienced financial and technology professionals is frequently called upon to consult on open architecture wealth management platform design elements resulting in customized solutions for the wealth management intermediary.  By integrating some of the world’s best money managers with the financial institution’s existing asset management talent, Concord is able to dramatically expand the firm’s asset management capabilities.  Thorough manager due diligence, comprehensive portfolio design techniques, trust accounting and custodial interfaces, performance reporting, and numerous analytical tools are delivered to the client via an extremely robust technology platform. For additional information, please visit their website www.concordwealthmanagement.com.

 

About Argus

Argus Investors' Counsel is the asset management arm of The Argus Research Group. We specialize in equity investment management for institutional and private investors.  Argus Research is a leader in independent equity research offering in-depth fundamental research on more than 400 US and International firms.   The Argus Research Group’s history dates back to 1934, with the founding of Argus Research Corporation. For additional information, please visit www.argusgroup.com.

 

Press contact:  Holly Hankins, 732.335.0800 x 9719, h.hankins@concordwealthmanagement.com.