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.

OUR SERVICES TO ADVISORS AND THEIR CLIENTS INCLUDE:

  • Customized portfolios
  • Enhanced risk management
  • Tax optimization strategies
  • 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.

OUR SERVICES TO ADVISORS AND THEIR CLIENTS INCLUDE:

  • Outsourced Chief Investment Officer Services with multi-custodial capabilities
  • Customized portfolios
  • Trade Execution and rebalancing
  • 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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