Solutions

We Built Concord Asset Management to Bring Institutional Quality Service to Individuals and Financial Advisors

CAM’s service goes beyond simply providing institutional quality investment management, it delivers our clients with in-depth research, comprehensive reporting, innovative investing strategies, and regularly published thought leadership. Our core belief is that clients should always be put first and that everyone’s financial goals are unique. That means your investment strategy should be too. CAM prides itself on offering this high-touch level of service and expertise to individual investors and financial professionals.

CAM Services to Investors/Individuals

Based on a client’s unique needs and personal circumstances, CAM builds a custom investment portfolio of individual stocks and low-cost ETFs. We believe that directly investing in individual stocks increases tax efficiency, lowers overall portfolio expenses, and provides greater opportunities for personalization. In addition, our strategies can offer exposure to equities, fixed income, and liquid / illiquid alts depending on the risk tolerance and investment goals of each client.

For clients with concentrated positions, our optimization process balances tax efficiency with risk management. Your clients will benefit from custom portfolios which are diversified, tax efficient, and cost sensitive. You, as the primary relationship manager to your clients, will benefit from a high-touch partner in CAM who is committed to providing a value-added, institutional quality, investment management solution.

OUR SERVICES TO ADVISORS AND THEIR CLIENTS INCLUDE:

  • Customized portfolios
  • Enhanced risk management
  • Tax optimization strategies
  • Direct Access to our CIO, Mitch York
  • Personalized socially responsible investing
  • Market insights, proprietary thought leadership, and investment webinars
  • Thematic investing opportunities

CAM Services to Advisors & Professionals

CAM partners with Financial Advisors, Tax Attorneys, CPAs, and other financial professionals to provide personalized investment solutions for their clients. We believe that directly investing in individual stocks increases tax efficiency by providing greater tax loss harvesting opportunities and lowers costs by eliminating fund expense ratios.

For clients with existing investments with large, embedded capital gains, our optimization process incorporates these positions balancing risk management and tax planning. Your clients will benefit from highly diversified, low cost, tax sensitive, customized portfolios. You, the professionals, will benefit from a high-touch partner in CAM who is committed to providing a value-added, institutional quality, investment management solution.

As a Registered Investment Advisor CAM has a fiduciary responsibility to provide the best possible care for your clients and we make it our mission to do so.

OUR SERVICES TO ADVISORS AND THEIR CLIENTS INCLUDE:

  • Outsourced Chief Investment Officer Services with multi-custodial capabilities
  • Customized portfolios
  • Trade Execution and rebalancing
  • Direct Access to our CIO, Mitch York
  • Personalized socially responsible investing
  • Performance reporting, risk analysis, and account aggregation
  • Thematic investing opportunities (e.g., disruptive innovation)
  • Market insights, proprietary thought leadership, and investment webinars
  • Tax optimized strategies including concentrated positions and capital gains management
  • Access to proprietary investment strategies and exposure to unique investment opportunities

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