Concord is committed to providing superior client service. To achieve this, we operate as closely integrated teams. Each client is assigned a dedicated senior consultant and client service team. Because of Concord’s independent business structure there is very low consultant turnover which provides service continuity to our clients. Concord’s all-inclusive fee and open door policy ensures unlimited access to a consultant.
A dedicated service team supports your senior consultant.
The consultants provide:
Strategic advice and recommendations
Client relationship management
Investment committee and board of directors communications
Finance staff support
Analysts and research associates manage:
Day-to-day administration issues
Due diligence and asset class research
Team members work diligently to provide exceptional client service. The end result to our clients is the knowledge and support needed for a well run investment program.
Concord’s references are superior and will gladly be issued upon request.