Concorde Investment Management offers personalized investment management and financial advisory services for individuals, families, trusts, and businesses. Founded in Texas in 1981, Concorde Investment Management uses a value and income investment approach focused on long-term growth and capital preservation. Portfolio strategies typically involve holding investments for two to four years, emphasizing fundamental business factors like earnings power and competitive advantages. In addition to managing separate accounts, Concorde Investment Management oversees a mutual fund and provides ongoing reviews of client portfolios considering prevailing market conditions and personal objectives. Financial advisory services include analyzing overall personal and financial circumstances, covering cash flow, liquidity, debt structure, company benefits, investments, insurance, estate planning, and taxes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and may vary based on total assets, asset nature, analysis required, and service level.