Concord Asset Management

Concord Asset Management, a division of Concord Wealth Partners, is a trusted resource for investors and financial advisors seeking a financially independent life. With a proven and codified diligence process, they offer proprietary investment strategies and institutional quality portfolio management built to meet the unique needs of each client. Their innovative diversification approach synthesizes long-term expected returns with risk management, while also recognizing the transformative power of disruptive innovation and the importance of environmental, social, and corporate governance investing.

Concord Asset Management, in-house investment management of Concord Wealth Partners, has been delivering value-added service for over thirty years. Their commitment to becoming their clients' most valuable resource is evident in their customized investment solutions, tax-enhanced transition support, and socially responsible investing approach. With a focus on providing insights into the economic landscape and potential impact on investment portfolios, they strive to guide clients towards a new experience from where they are to where they want to be.

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