Advisory Expertise
Concorde Investment Services
1120 East Long Lake Road Suite 100
Troy, MI 48085 48075
Map of our Building

A Comprehensive Approach to Success  As your partner, our goal is to provide the expertise you need to provide excellence service while empowering you to grow your practice and achieve your goals.

Investment Management Expertise

We believe consistent investment returns are most effectively achieved through dynamic asset allocation.

This approach allows investors to manage risk and volatility by creating diversified portfolios across multiple asset classes and investment styles, creating durable, adaptable portfolios that serve investors in ever-changing economic and investment environments.

Advisors with Concorde have the ability to provide transparent well-thought out solutions through our wide array of institutional-quality asset management solutions that were historically only available to large institutional investors.

 

  • Money managers, mutual funds, ETFs, and individual securities
  • Customizable portfolio design
  • Offering multiple custodial options
  • Ability to utilize our multi-strategy Gateway™ wealth portfolios
  • Flexibility of trading your own strategies
  • Streamlined AUM gathering process to manage 401(k), 403(b), 457 assets
  • Receive expert advice on portfolio construction
  • Performance reporting & automatic billing
  • Block trading capabilities
  • Customizable marketing materials, proposals, and client login portal