Concord serves approximately 100 clients with over $17 billion in assets under advisement. Our client base consists of Healthcare Organizations; Religious Organizations; Foundations and Endowments; and Corporations and Insurance Companies.

Concord’s average client tenure is over a decade. We believe our long client tenure is due to the quality of our advice and our exceptional service. Concord’s policy of limiting the number of clients per service team, along with integrating research and reporting, has resulted in a long list of satisfied clients. All prospective clients are encouraged to talk with our clientele to gain an understanding of why they value our services.