Superior Asset Management Solutions

Concorde empowers representatives to provide investor clients with asset management solutions in transparent and fiduciarily responsible ways. With more than 250 different strategies available to choose from, our flexible, fee-based platform allows financial professionals to create and customize financial portfolios based on your specific goals.

Our wide selection of asset management services includes:

 

  • Block-trading capabilities
  • Multiple custodial options
  • Asset/portfolio management
  • Customizable portfolio design
  • Multi-strategy wealth portfolios
  • Flexibility to trade your own strategies
  • Tailored advice on portfolio construction
  • Performance reporting and automatic billing
  • Money managers, mutual funds, ETFs and individual securities
  • Practice management solutions to support our business owners
  • Customizable marketing materials, proposals and client login portal
  • Streamlined AUM-gathering process to manage 401(k), 403(b) & 457 assets

Our sophisticated asset management technology works together seamlessly, allowing financial professionals to spend less time in the systems, and more time where it matters the most—on you.

Strategies and Support to Help Your Business Grow

Concorde Asset Management helps financial professionals work smarter. We unlock the potential within your practice, boost growth and drive effectiveness by delivering a variety of business solutions, including:

  • Current financial industry best practices
  • Marketing & communication services
  • Practice management consulting
  • Business planning tools
  • Executive coaching

Financial Practices Changing Ownership Over Next 10 Years

Less than 1/3 of advisors have an adequate succession plan.* Your exit strategy should begin at least five years prior to transition.*

(Source: “Navigating the Age Wave – Mergers and Acquisitions for Financial Advisory Practices” by Todd Doherty, Key Management Group, February 2014)

Thinking of changing your broker-dealer?

Download our whitepaper on considerations when making a move.

To learn more, fill out the form below to contact us.