The Concord Advisory Group (CAG) offers non-discretionary investment advisory services. These services include creating investment policy statements, asset allocation, recommending investment vehicles or managers, and monitoring performance. CAG primarily serves pension plans, corporations, charities, religious organizations, and family offices. A lead consultant is assigned to each client for ongoing communication.
Assets Under Management$38B
Clients197
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.