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.
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.
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...
Constant Proportion Portfolio Insurance
Constant Proportion Portfolio Insurance (CPPI) consists of actively allocating between volatile assets and safe assets based on...
Tail Risk Hedging (TRH) uses options to protect against strong equity market declines...
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.