Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient.

Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution.

Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

Empowering Institutional Investors with Objective Research and Strategic Advice

con • cord:  noun; agreement of interests