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Client Service Model

Concord is committed to providing superior client service. To achieve this, we operate as closely integrated teams. Each client is assigned a dedicated Lead Consultant and 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 Consultant and an Analyst Team support the Lead Consultant.

The Consultants provide:

  • Strategic Advice and Recommendations

  • Client Relationship Management

  • Investment Committee and Board of Directors Communications

  • Finance Staff Support

The Analyst Team manages:

  • Day-to-Day Administration Issues

  • Portfolio Oversight

  • Analytics

  • Reporting

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.