Our Philosophy

The Concord Advisory Group’s mission is to empower our clients with objective research and forward-looking advice.

Concord’s open door policy creates a strategic partnership with our clients. Within this relationship Concord’s interests are solely aligned with those of our clients. No one can serve two masters and do it well, so we receive fees from only one source-our clients.

Our consultants keep client investment programs on course by being proactive rather than reactive. Concord is a resource our clients utilize for strategic information to gain better control over their assets. Concord's services focus on the key determinants of investment success which are: Governance, Strategy and Execution.