ASSET MANAGEMENT PROCESS
Institutional Quality Portfolio Management Built For Investors and Financial Advisors
Concord Asset Management (“CAM”) provides both whole portfolio solutions and complementary asset class strategies to meet each client’s unique needs. Our team of investment professionals provides institutional quality solutions directly to investors and financial advisors.
OUR STRATEGIES
Investment Solutions to Meet the Unique Needs of Each and Every Client
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.
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.