Corporate / Insurance

The Concord Advisory Group, Ltd. provides corporate clients with investment consulting services directly related to operating assets, sponsored retirement plans (both defined benefit and defined contribution), and insurance company reserve portfolios. As with all of our clients, Concord takes a holistic approach when providing strategic advice, taking into consideration the entire financial structure of the corporation inclusive of liquidity, operating and financial leverage, as well as, overall risk management. Many of our corporate clients are operating in regulated industries, so Concord is prepared to assist clients with the oversight and monitoring functions demanded by regulatory agencies.

The Concord Advisory Group, Ltd. provides the leadership and experience to assist corporate managers to maximize the performance of their organization’s investment assets. Concord’s strategic advice is customized to specifically meet your corporate needs.