The Concord Advisory Group Ltd.
Homepage http://www.concordadvisory.com
LinkedIn Profile https://linkedin.com/company/the-co***isory-grou***
HQ Location
United States , New Jersey, Princeton700 Alexander Park Suite 203 Princeton, NJ 08540 United States
The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $11 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 28 associates consisting of investment consultants, analysts, research associates and administrative personnel.
Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to en
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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