Concurrent Asset Management, LLC

Concurrent Asset Management, LLC primarily serves other registered investment advisors and financial institutions by providing stand-alone investment management, sub-advisory services, outsourced chief investment officer support, and access to a customized platform of investment models, exchange-traded funds, mutual funds, and alternative investments. The firm constructs and manages investment portfolios on a discretionary or non-discretionary basis. Additionally, Concurrent Asset Management acts as investment adviser to series funds such as the Concurrent Series Feeder, which invest in private markets and alternative investments. The firm emphasizes long-term portfolio strategies, fundamental and technical analysis, and custom asset allocation. While Concurrent Asset Management offers comprehensive wealth management and financial planning support through its network of collaborating advisors, its direct business model focuses heavily on institutional-style portfolio solutions, unified managed accounts, and sub-advisory services rather than standalone retail financial planning.