Client Service Model

Concord serves approximately 130 clients with over $38 billion in assets under advisement. Our client base consists of:

Concord’s average client tenure is over a decade. We believe our long client tenure is due to the quality of our advice and our exceptional service. Concord’s policy of limiting the number of clients per service team, along with integrating research and reporting, has resulted in a long list of satisfied clients. All prospective clients are encouraged to talk with our clientele to gain an understanding of why they value our services.

A dedicated service team supports your senior consultant

The consultants provide:

  • Strategic advice and recommendations
  • Client relationship management
  • Investment committee and board of directors communications
  • Finance staff support

Analysts and research associates manage:

  • Day-to-day administration issues
  • Portfolio oversight
  • Analytics
  • Reporting
  • Due diligence and asset class research

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.

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