Who We Are
Concorde Asset Management is an SEC Registered Investment Adviser focused on empowering advisors with the expertise to provide superior asset management solutions and the back office support to manage a thriving practice.
You are unique. And so are your needs. Concorde Asset Management utilizes a consultative approach to better understand your needs and provide more personalized solutions to support your practice. We collaborate with our advisors to determine which of our institutional level programs and services will most effectively meet the needs of your clients. Click Here to learn more about our Advisory Solutions.
Maintain your independence. Gain time without cost. Our associates are independent. They maintain their unique identity while benefiting from the support of our dedicated back office team and the capabilities of our industry-leading Gateway™ Technology Platform. Click Here to learn more about our Gateway™ Platform.
As an independent organization, Concorde offers unbiased advice and transparency of action to our clients. We seek to understand and align our recommendations to our clients’ financial goals and lifestyle vision. As a fiduciary, we put the needs of the client first.