On the basis of experience, expertise and attentive personal service, most Registered Investment Advisors can compete with anyone. However, RIAs often face major challenges:
Many RIAs lack the scale to create an investment platform that can accommodate a wide range of different investment vehicles, including separately managed accounts, unified managed accounts, mutual funds, ETFs and/or individual securities.
Many also do not have the resources or time to intensively research and monitor a large universe of investment managers.
Concord’s wealth management platform can address both of those challenges quickly:
Our open architecture platform accommodates a wide range of investment vehicles, and can be customized and private labeled for an RIA without significant upfront expense.
Concord’s proprietary research on a broad universe of SMA, MSP and mutual fund managers allows an RIA to perform “laser beam” research on managers that have already been extensively vetted.
