A New Experience

from where you are to where you want to be

Trusted Resource

redirecting you to a financially independent life

IT’S OFFICIAL!

We are now proud members of the Concord Custom Wealth Group!

A partnership between Concord Asset Management (CAM), Concord Wealth Partners (CWP), and Trainer, Wright & Paterno (TWP). Three client-centered firms joined forces to deliver comprehensive financial solutions to clients with intricate financial demands. We are a group of over 20 CPAs and Financial Advisors who combined have over 200 years of industry experience.

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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 instituational 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.

Disruptive Innovation
Investing

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.

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INSIGHTS

Latest Market Updates, Economic Outlook, and Unique Perspectives

May 2021 Insights

The Reopening Continues: Is Inflation a Concern?    Key Observations: Consumers are fueling the economic recovery as spending and...
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Growth Through Innovation – Part 1

Looking for Growth? Harness the Power, and Inevitability, of “Disruptive Innovation” Call it the Fourth Industrial Revolution. These are...
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April 2021 Insights

Coinbase’s IPO Makes a Splash in the Market    Key Observations: The IPO of Coinbase is an important milestone...
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