Strategic Investment Models
Concord Asset Management’s (CAM) proprietary in-house asset management process strives to yield portfolios that are appropriately diversified, low cost, and tax-efficient.
Summit Core Model SeriesVIEW SERIES
As part of the Diversified Core Model Portfolio Series, our Summit Models strive for cost savings and tax efficiency for various risk-tolerance levels.
SUMMIT ESG MODEL SERIESVIEW SERIES
As part of the Concord IMPACT Model Portfolio Series, our ESG Models leverage ETFs for cost savings and tax efficiency for various risk-tolerance levels.
Riverside Model SeriesVIEW SERIES
The Riverside Model Portfolio Series illustrates a tilt towards a long-term and passive philosophy with an academic overlay.
Direct Investment Opportunities
Thematic Investment Overlays enable you to invest in different themes to align your investment goals with a specific trend or principle. Concord Asset Management identifies disruptive innovation-themed ETFs that utilize A.I. or sophisticated Active Management techniques in their portfolio construction process. CAM will directly invest in these ETFs or use portfolio optimization techniques to replicate the ETFs and capture this exposure through individual stocks. CAM realizes clients care about socially responsible investing. We can customize your portfolio to reflect your values and preferences by leveraging portfolio construction technology without sacrificing return or taking on more risk.
Growth Through InnovationVIEW MODEL
GROWTH THROUGH INNOVATION: This strategy offers direct, purposeful, and robust exposure to more than 100 companies.
US LARGE-CAP / MID-CAP VALUEVIEW MODEL
US LARGE-CAP / MID-CAP VALUE: This strategy captures U.S. value stocks exposure and combines two distinct components: dividend growth and deep value.
US LARGE-CAP/MID-CAP VALUE-HIGH DIVIDENDVIEW MODEL
US LARGE-CAP/MID-CAP VALUE-HIGH DIVIDEND: This strategy captures U.S. value stock exposure and combines distinct components: sustainable quality dividends and deep value.
Taxable Account Migration Services
Concentrated positions and existing capital gains are often unmanageable roadblocks for successful client onboarding and efficient portfolio risk management. CAM’s taxable account migration service provides a custom, tax managed, and risk conscious solution to transition a client’s existing portfolio into the target portfolio.