Concord is committed to providing superior client service. To achieve this, we operate as closely integrated teams. Each client is assigned a dedicated senior consultant and client service team. Because of Concord’s independent business structure there is very low consultant turnover which provides service continuity to our clients. Concord’s all-inclusive fee and open door policy ensures unlimited access to a consultant.
A dedicated service team supports your senior consultant.
The consultants provide:
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Strategic advice and recommendations
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Client relationship management
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Investment committee and board of directors communications
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Finance staff support
Analysts and research associates manage:
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Day-to-day administration issues
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Portfolio oversight
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Analytics
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Reporting
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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.