Concurrent Asset Management (CAM) offers investment management and outsourced chief investment officer (OCIO) services to other investment advisors, who then serve individual clients. CAM manages investments using ETFs, mutual funds, and individual securities. CAM also operates a platform where advisors can access investment models. CAM does not directly manage investments for individual investors.
Assets Under Management$2.5B
Clients3
Advisors1
Avg. per Client$830M
Avg. per Advisor$2.5B
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.
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