Concord Expands its Professional Manager Roster

 with the addition of Sterling Capital Management and

 Thompson, Siegel & Walmsley

 

 

 

Matawan, NJ - Concord is pleased to announce the addition of two new firms to its roster of outstanding professional asset managers.  Concord's clients will now have access to the mid-cap value equity processes managed by Sterling Capital Management and Thompson, Siegel & Walmsley.   

 

 

"Both managers have displayed excellent abilities to navigate challenging markets and add alpha in a very competitive asset class.  Their impressive track records speak for themselves," said Nicholas Mariniello, Executive Managing Director of Concord.  "We look forward to offering these managers to our existing clients and on wealth management platforms we will be building in the future," he added.

 

 

About Concord

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 into the financial institution's existing asset management faculty, 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 more information, please visit www.concordwealthmanagement.com.

 

 

About Sterling Capital Management

Sterling Capital Management LLC, located in Charlotte, North Carolina, is a registered investment advisor founded in 1970.  A boutique investment firm, Sterling is majority owned by BB&T, the nation's 11th largest financial holding company.  Employee ownership is embraced within the firm's structure with two-thirds of professionals holding equity.  Currently, Sterling has over $10.5 billion in assets under management providing investment management services to a diversified group of clients including corporate, public, endowment, foundation and health care investment pools.  For more information, please visit www.sterling-capital.com.

 

 

 

About Thompson, Siegel, & Walmsley, Inc.

Located in Richmond, VA, TS&W currently manages over $8.2 billion in assets.  A sound investment philosophy, based on fundamental concepts of value, is Thompson, Siegel & Walmsley's cornerstone. For over three decades, TS&W has carefully assembled the right components to assure a high likelihood of success for our clients. TS&W's experienced team of professionals is focused on understanding and meeting our clients' unique investment goals.

 

TS&W is an affiliated asset manager within Old Mutual (US) Holdings, the U.S.-based asset management business of Old Mutual plc. Listed on the London Stock Exchange, Old Mutual plc is an international financial services company providing asset management, insurance and banking services worldwide.  For more information, please visit www.tswinvest.com.