Concord Asset Management (CAM)
Your Trusted Investment Partner
CAM is Concord Wealth Partners’ internal asset management team, exclusively dedicated to enhancing our clients’ portfolios through tailored and cost-efficient investment strategies. CAM brings institutional-quality expertise to Concord’s clients and a commitment to goal-oriented performance.
OUR APPROACH
Active Management
Focus
As active managers, we continuously aim to improve our clients' outcomes while striving to minimize risk and optimize after-tax returns.
Science
We are passionate about the art of investing and are forever enthusiastic about discussing innovative strategies and opportunities.
Research
Analysis shapes macroeconomic views, trends, and cycles, helping us better navigate our strategies in changing conditions.
Communication
We engage and educate our clients to make them active participants in their investment strategies.
Chief Investment Officer
Gary Aiken
Our CIO Gary Aiken, brings over 21 years of extensive experience to our internal asset management team. Gary oversees macroeconomic analysis, asset allocation, security selection, trading, and investment operations.
Before joining Concord, Gary held the position of CIO at a trust company and served as Chief Risk Officer at a mutual life insurance company. His rich background includes managing various investment types such as stocks (value and growth), bonds (core investment grade, high yield, and opportunistic), and mutual funds (asset allocation) for both individuals and institutions.
Throughout his career, he has led commercial real estate lending and investment functions, engaged in business planning and valuation, and lectured on applied portfolio management at The George Washington University and fixed-income accounting at Marymount University. Gary earned his undergraduate degree in economics from the University of Maryland and an MBA from The George Washington University School of Business.
Gary resides in Fairfax, Virginia with his wife and two sons and is actively involved as a Board Member of his synagogue and as Treasurer of the Ivymount Foundation, a supporter of a school and programs for children and young adults with autism and other developmental disorders.
The Concord Team & Mission
For three decades, Concord Wealth Partners’ mission has been to become our clients’ most valuable resource. CAM was created to help achieve that mission by empowering advisors to deliver tailored solutions aligned with each client’s distinct goals.
As a part of the Concord family, CAM is supported by generations of industry experience and a commitment to holistic wealth creation and preservation for their clients.
CONCORD CUSTOM WEALTH GROUP
Comprehensive Wealth & Asset Management
Three client-centered firms, CWP, CAM, and Trainer, Wright & Paterno (TWP) joined forces to deliver robust solutions to clients with intricate financial demands.