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from where you are to where you want to be

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redirecting you to a financially independent life

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

Weekly Market Insights – Monday, May 8, 2023

Friday Rally Trims Losses; CPI Report Next Week: A Friday rebound, triggered by big tech company earnings and a...
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Weekly Market Insights – Monday, May 1, 2023

Stocks Rally as Attention Shifts to Fed’s May Meeting: Strong earnings from several mega-cap technology companies offset renewed regional...
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Weekly Market Insights – Monday, April 24, 2023

Stocks Show Small Losses After Mixed Week: Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and...
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