The 2024 Concord Financial Forecast
CEO Wade Lopez and CIO Gary Aiken present a thorough financial review, providing insights into the 2024 economic landscape and its potential impact on our clients’ investment portfolios.
ASSET MANAGEMENT PROCESS
Institutional Quality Portfolio Management Built For Investors and Financial Advisors
Concord Asset Management (“CAM”) has developed proprietary investment strategies through its due diligence process. Our team of investment professionals provides institutional quality solutions directly to investors and financial advisors.
Custom Investment Solutions to Meet the Unique Needs of Each and Every Client
CAM applies a strategic asset allocation approach that synthesizes long-term expected...
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...
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.