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Media Fact Sheet
September 30, 2009 Concord Forms Strategic Relationship with
Argus Research
September 25, 2008 Concord to Provide Alaska Trust Company with Universal Architecture Wealth Management Platform
August 26, 2008 FundFire: Managers to Win $1OT in Trust Assets: Study
February 6, 2008 Concord Introduces MONTAGETM - The Complete Integration of Overlay Technology into Concord’s Wealth Management Platform
January 9, 2008 Concord to Provide First United Bank With Universal Architecture Wealth Management Platform
December 12, 2007 Concord to Provide Fulton Financial Advisors With Open Architecture Wealth Management Platform
December 4, 2007 Concord Forms Strategic Alliance with
Overlay Technology Provider
November 9, 2007 Measuring the True Risk Level of Investments- as featured in Family Wealth Report
October 2007 Concord Appears in Community Banker's Article
"Building Trust"
July 17, 2007 Concord to Provide First Security Bancorp
With Third-Party Wealth Management Solutions
May 2007 Bank Insurance & Securities Marketing: How Amcore's Wealth Management Vessel Reversed Course
May 30, 2007 American Banker: Getting Outsiders' Help With Wealth Management
April 2, 2007 First Citizens Selects Concord Wealth Consulting For
Asset Allocation Services
March 7, 2007 Concord Launches New Web Site Highlighting Outsourced
Wealth Management Solutions
January 10, 2007 Concord Appoints Roy C. Wheeler as Business Development Coordinator
November 13, 2006 Concord Adds Asset Allocation Enhancement to Suite of Portfolio Design Tools
June 27, 2006 Mosaic Release Adds Increased Functionality to the Concord Suite of Portfolio Design Tools
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