Concord Asset Management acts as a registered investment advisor providing institutional investment sub-advisory solutions and model portfolio management primarily to other registered investment advisors, including its affiliate Concord Wealth Partners. Concord Asset Management constructs and manages discretionary investment portfolios utilizing exchange-traded funds, individual stocks, bonds, mutual funds, options, and alternative investments tailored to the specific mandates established by client advisors. The firm employs both fundamental and technical analysis strategies focused on long-term growth while actively monitoring market conditions and portfolio allocations. Concord Asset Management maintains its principal office in Abingdon, Virginia, and is owned by Concord Wealth Holdings and Strategic Services. The firm does not directly manage accounts for individual retail investors; instead, retail clients work with their own primary registered investment advisors who engage Concord Asset Management as a sub-advisor to manage portfolio strategies.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.