The Concord Advisory Group was established in 1988 to provide objective investment consulting services to mid-size institutions. The genesis of the firm was the founding partners' realization that objective investment advice for mid-size organizations was in short supply.
Because their size does not justify hiring a Chief Investment Officer, such institutions typically rely on investment managers and brokers for guidance. Unfortunately, these vendors possess conflicts of interest, which typically result in poor investment structure, high costs, and compromised performance.
Concord's objectivity is the cornerstone of its effectiveness. By maintaining a narrow focus on only investment consulting, Concord eliminates all conflicts of interest that are so common within the industry.
Christopher E. Cahill and Scott Santin, principals of The Concord Advisory Group, have combined experience of over 40 years in the investment management business. During their careers, Mssrs. Cahill and Santin have consulted hundreds of clients, including corporations, religious organizations, retirement plans, endowments, and other institutions on their investment management and supervisory responsibilities. The principals of The Concord Advisory Group remain actively engaged with clients on issues such as setting investment policy, asset allocation optimization, performance measurement, and the asset manager selection process.
