Concord specializes in working with mid-size institutions, which have investment assets ranging from $10 million to $1 billion in assets. Collectively, Concord's clients have in excess of $7 billion. The following represents an approximate breakdown of Concord's client types:

Client Type

	Religious Organizations	38%
	Healthcare Organizations	23%
	Non-Profits / Endowments / Foundations	25%
	Corporate Clients	14%

7.3 Billion in Assets Under Supervision

Concord typically works directly with our clients' finance officers and their respective committees / boards. The commonality of our clients is that they care a great deal about their organization's assets, and they recognize the need to receive quality, unbiased information to support their oversight procedures.

We strongly urge you to speak with our clients. We would be glad to provide you with a list of client references.