Support Client Staff

Concord provides back-up support to our client’s staff for all day-to-day portfolio management responsibilities. This includes managing cash flows, resolving guideline infractions, customized reporting, investment manager relations and working with outside auditors or actuaries. Concord structures its client service teams to ensure that clients have access to high quality advice as well as dependable and consistent access to personnel for service-related questions. To facilitate this, every client is assigned a four-person team directly responsible for all aspects of the relationship.