Our sole allegiance is to our clients, who rely on us for our unbiased information.

Our Mission is to educate and advise clients on all matters relating to their investment operations. We believe the most effective way to do this is to support our clients by providing completely objective information, advice and expertise. The end result is that all of Concord’s clients are empowered to effectively and efficiently manage their investment relationships.

Objectivity is the cornerstone of our effectiveness. We maintain no ties with any other organization, either formally or informally. We do not invest assets, provide brokerage services or sell financial products. Most importantly, 100% of our revenues are received from clients. Concord avoids conflicts of interest by refusing all non-client revenue sources. Furthermore, we accept no compensation in any form from managers (e.g. trades, universe inclusion fees, symposium fees, etc.). We have built a reputation as a firm that delivers what we promise, with no hidden agendas.

Our Clients come from a wide variety of industries including healthcare, endowments/ foundations, religious organizations, not-for-profit, corporations, retirement plans and family investment offices. Although we serve many types of clients, a common attribute among them is the desire to effectively control their investment relationships.

100% of our revenues are received from clients . . . We accept no compensation from managers.