Due to the growing costs associated with technology and talented individuals, an increasing number of family offices find it economically-challenging to conduct due diligence on managers, monitor performance, and create performance reports for a wide range of investment vehicles.

• Access to third-party, institutional quality, “best-of-breed” managers vetted by Concord’s rigorous due diligence:
      - at a cost below that offered by managers to most individuals
      - at investment amounts below institutional minimums
      - including private equity, real estate, and hedge fund of funds
• Ability to add virtually any manager or vehicle to the platform
• Concord’s manager monitoring services
• Ability to generate custom-tailored reports and performance reporting across a broad range of assets, regardless of where they’re managed or custodied