Although attorneys have unique and trusted client relationships, they are entering the managed account market at a rather late stage.
- It is incumbent upon law firms to create a market presence as quickly as possible.
- Within weeks, Concord can customize and private label a complete wealth management
platform with robust proposal, sales and account management tools.
- As many law firms are new to the wealth management business, they can benefit from Concord’s ability to select quality investment managers and monitor their performance.
- Concord can also provide ancillary services to help law firms construct appropriate investment
portfolios for clients and make timely asset allocation adjustments.
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