The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 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 32 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 engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.
Company Details
- Employees
- 30
- Founded
- -
- Address
- 700 Alexander Park,
- Phone
- 609-987-9000
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- concordadvisory.com
- Keywords
- Healthcare Organizations, Endowments and Foundations, Religious Organizations, Corporate & Insurance, Trusts.
- HQ
- Princeton, NJ
The Concord Advisory Group, Ltd. Questions
The Concord Advisory Group, Ltd.'s helpline number is 609-987-9000
The Concord Advisory Group, Ltd.'s website is concordadvisory.com
The Concord Advisory Group, Ltd.'s LinkedIn profile is https://www.linkedin.com/company/the-concord-advisory-group-ltd-
The Concord Advisory Group, Ltd. has
30 employees.
View email and phone details for 30
employees at The Concord Advisory Group, Ltd..
The Concord Advisory Group, Ltd.'s industry is
Financial Services
The Concord Advisory Group, Ltd.'s top competitors are
Hazlet Township Public School,
Pine Street Partners,
Benefit & Investment Consulting, Llc,
Bank Of America,
Guidance Point Advisors, Llc.,
Curcio Webb, Llc,
Concord Advice, Llc,
Rockefeller Capital Management,
First Citizens Bank,
Pgim Fixed Income.
The Concord Advisory Group, Ltd.'s categories are Financial Services
The Concord Advisory Group, Ltd.'s founding year is 1988
