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:

• 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.