Board Education

Concord takes an education-centric approach to servicing our client relationships, as our view is that ongoing education and training is a necessary component of fulfilling one’s fiduciary obligation. Ongoing education is provided to the board & committee members of our clients. Topics covered will range from timely investment topics to basic responsibilities of investment fiduciaries. Every client has access to Concord research that is produced, but more importantly we work with our clients to establish a customized education plan that meets their needs. In addition our research team produces ‘briefs’ that we provide to clients on pertinent and important topics. Concord regularly participates in conferences and has been a featured speaker on both fiduciary and investment issues.