OUR COMPANY

Concord
Consultative Process
Management Team
Case Histories
Press Room

OUR CAPABILITIES

Wealth Management Platform
Technology
Ancillary Products/ Services

OUR CLIENTS

Bank Trust and
Wealth Management
RIAs
Family Offices
Regional Brokerages
CPAs
Law Firms
Insurance Companies

Our Capabilities: Wealth Management Platform

Concord Coefficient ™

Concord’s due diligence process combines computer and human-aided factors in selecting managers. Our methodology consists of these steps:

  • Concord Assessment: An evaluation resulting from our direct experience with the manager
  • Computer Filtering: We rank a proprietary list of factors derived from filtering the manager and product database
  • Situational: We evaluate the rise or decline of each factor, based upon the your requirements
Concord scores each manager and product on all factors. Individual and relative value scores are calculated using the Concord Coefficient ™. A total score allows managers to be meaningfully compared one to another.

This due diligence process is not a static “black box.” It is intended to be dynamic and evolve, as new insights are gained that permit more refined manager and product evaluations.