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

Manager Research and Due Diligence Process

As a Registered Investment Advisor, Concord has conducted research and manager due diligence for many years. We seek to select stable, talented managers that possess:
  • Focused philosophies
  • Disciplined investment processes
  • A track record of competitive investment performance over time, achieved without undue risk.
Our rigorous due diligence process is both quantitative and qualitative. It enables us to identify managers that have a better-than-average probability of outperforming their peer universe and market.
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Concord monitors the managers on our platform on an on-going basis to:

  • Ensure that their process continues to reflect their organization’s investment objective
  • Check for organizational changes that could impede the manager’s future efforts.
We promptly inform our clients if we believe that a manager should be placed on a “watch list” or terminated.