Automated Back Office Processes
Sales Process Support
Investment Policy
Client Proposal Generation
Portfolio Management
Account Management
Data Reconciliation
Client Processing
Client Reporting
Integrated Investment Platform
Separately Managed Accounts
Unified Managed Accounts
Mutual Funds & ETFs
Overlay Management
Manager Due Diligence
Concord Coefficient
Functionality/Flexibility
Scalability
Extensive Customization
Security
Redundancy
Privacy
Analytics
IT Outsourcing
Concord Wealth Consulting
Donor Advised Fund
Advanced Portfolio Design
Marketing Support
OUR COMPANY
Concord
Consultative Process
Management Team
Lee D. Argush
Executive Managing Director
Alan F. Gavornik
Executive Managing Director
Nicholas Mariniello
Executive Managing Director
Case Histories
Press Room
OUR CAPABILITIES
Wealth Management Platform
Automated Back Office Processes
Sales Process Support
Account Management
Integrated Investment Platform
Overlay Management
Manager Due Diligence
Technology
Functionality/Flexibility
Extensive Customization
Security
Analytics
IT Outsourcing
Ancillary Products/ Services
Concord Wealth Consulting
Donor Advised Fund
Advanced Portfolio Design
Marketing Support
OUR CLIENTS
Bank Trust and
Wealth Management
RIAs
Family Offices
Regional Brokerages
CPAs
Law Firms
Insurance Companies
Insights/Ideas
Dashboard
Contact Us
Client Log In
Our Capabilities
Our Company
Our Clients
Wealth
Management
Platform
Technology
Ancillary
Products/
Services
Wealth Management Platform
Automated Back-Office Processes
Sales
Client Profile and Risk Tolerance Evaluation
Investment Policy Statement
Client Proposal
Account Management
Portfolio Management
CFAI (AIMR)
Performance Reports
Data Management
Trade Management
Billing/Invoicing
