Concord Wealth Consulting (CWC) outsources Chief Investment Officer services, including:
| 1) | Investment research aligned with your investment philosophy and process
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| 2) | Investment education to familiarize various constituencies within your organization with your investment principles, process, and research criteria
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| 3) | Investment marketing to articulate your organization’s services, client benefits and competitive advantages |
| 4) | Investment administration to integrate more refined and expansive content into your client’s wealth management plans |
As an external resource, CWC delivers these services for an annual retainer and customary expenses, thereby eliminating substantial overhead costs inherent in typical staffing scenarios.
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