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.
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.