Concord is designed to consistently deliver high-quality consulting services. In order to be effective in helping clients develop superior investment solutions, a consulting firm must bring to bear a high degree of expertise. All of Concord's personnel who deal directly with clients have in excess of 15 years of experience in the investment industry. This strong base of competency, coupled with a practical approach to working with clients, is the backbone of our success.

Mid-sized institutional portfolios ($10 million to $1 billion) often suffer from inefficient operating structures and, subsequently, sub-par performance simply because they lack objective advice. In order to develop a successful investment solution, a fiduciary must navigate the complexities of today’s investment markets. Concord’s core strength is assisting fiduciaries in navigating these complexities. This is accomplished by drawing on 20 years of experience in developing sound investment strategies, executing practical and cost effective solutions and establishing proper ongoing oversight procedures. Our firm’s vast experience, coupled with our ability to align ourselves solely with our clients’ interests has established Concord as The Trusted Resource for providing investment consulting solutions.

Comprehensive Services

Concord’s objective is to educate and advise clients on all matters relating to their investment operations. We have succeeded in helping our clients gain better control of their portfolios and achieve improved results. We accomplish our objective by providing the following five integrated services:

• Investment Policy Recommendation
  Concord works with clients to develop a sound investment strategy and an effective policy document. This serves as the blueprint for a successful investment program.
• Asset Allocation
  Based on a client’s underlying liability structure, we conduct asset allocation optimization and modeling. The output of this process sets the parameters for future risk and return expectations.
• Manager Database & Search
  We maintain a comprehensive proprietary database (2,000 firms, 10,000 products) coupled with a rigorous ongoing due diligence process. All manager searches are conducted internally.
• Investment Measurement & Oversight
  Investment results are reported and compared with applicable benchmarks and manager universes. Concord’s proprietary reporting and analytics enable us to customize client reports.
• Cost Analysis
  We provide each client with a detailed analysis of all portfolio-related costs (friction), enabling our clients to compare their pricing structure with industry norms.
• Client/Fiduciary Education
  Concord offers education services to its clients. Client/Fiduciary training can be conducted informally at regularly scheduled client meetings, formalized in specific on-site or off-site workshops, and/or provided via printed materials. Topics are typically related to governance or investment issues, and can range from basic concepts to sophisticated strategies.

Our integrated process under the guidance of an experienced consultant ensures each client of successful implementation.

The Concord Advisory Group provides investment consulting services on a retainer/project basis. All services, including investment policy analysis, asset allocation analysis, investment cost analysis, investment manager search, and performance evaluation and oversight are included in our “open door” consulting relationship.

Fees are based on the size and complexity of the portfolio.