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2023 Concord Forecast Financial Report

CEO Wade Lopez and CIO Gary Aiken deliver a comprehensive financial report of where we’ve been, where we are, and where we may be going this year.

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ASSET MANAGEMENT PROCESS

Institutional Quality Portfolio Management Built For Investors and Financial Advisors

Concord Asset Management (“CAM”) has developed proprietary investment strategies through a proven and codified diligence process. Our team of investment professionals provides institutional quality solutions directly to investors and financial advisors.

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OUR STRATEGIES

Custom Investment Solutions to Meet the Unique Needs of Each and Every Client

Innovative
Diversification

CAM applies a strategic asset allocation approach that synthesizes long-term expected...

Customized
Models

CAM can fulfill certain asset class exposures through a basket of individual stocks instead of using ETFs.

Growth Through Innovation

CAM recognizes “disruptive innovation” is transforming the world and we are only in the early stages...

Environment, Social, and Corporate Governance Investing

Environmental, Social, and Corporate Governance (ESG) is a three-factor method to determine...

Socially Responsible Investing

Socially Responsible Investing (SRI) is investing with the objective of targeting companies that are considered to have positive social impacts...

Constant Proportion Portfolio Insurance

Constant Proportion Portfolio Insurance (CPPI) consists of actively allocating between volatile assets and safe assets based on...

Tail Risk
Hedging

Tail Risk Hedging (TRH) uses options to protect against strong equity market declines...

Tax-Enhanced Transition Support

Advisors and individuals will benefit from: The ability to create a multiyear capital gains tax budget...
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MEET CONCORD ASSET MANAGEMENT

A Division of Concord Wealth Partners

For thirty years, Concord Wealth Partner’s (“CWP”) mission has been to become our clients’ most valuable resource. CWP launched Concord Asset Management as an extension of this commitment by taking CWP’s investment management in-house while continuing to deliver value-added service to our clients and financial advisors.

 

 

 

 

 

 

 

 

INSIGHTS

Latest Market Updates, Economic Outlook, and Unique Perspectives

Q4 2022 Report: Don’t Call It A Pivot

Don’t Call It A Pivot KEY OBSERVATIONS Inflation started to show signs of moderating. The Federal Reserve continued raising...
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Q3 2022 Report: Patience Not Pessimism

Patience Not Pessimism Key Observations Inflation is proving more stubborn than anticipated, with the Fed getting increasingly hawkish and...
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Q2 2022 Report: Nothing New Under the Sun

Nothing New Under the Sun Key Observations Inflation has hit a 40-year high. We expect “demand destruction” to cause...
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