Services

Strategies and Support to Help Your Business Grow

As your partner, Concorde Asset Management will provide the expertise you need to deliver outstanding client service, all while empowering you to strengthen your financial practice.

Our wide selection of industry-best asset management services includes:

  • Streamlined AUM-gathering process to manage 401(k), 403(b) and 457 assets
  • Customizable marketing materials, proposals and client login portal
  • Money managers, mutual funds, ETFs and individual securities
  • Performance reporting and automatic billing
  • Expert advice on portfolio construction
  • Flexibility to trade your own strategies
  • Multi-strategy wealth portfolios
  • Customizable portfolio design
  • Block-trading capabilities
  • Multiple custodial options
  • Asset/portfolio management
  • Succession planning
  • Practice management solutions to support our advisors’ business

To learn more, fill out the form below to contact us.

  • Name
  • Phone Number

  • Email
  • I’m interested in learning more about [check all that apply]:
    Concorde Investment ServicesConcorde Insurance AgencyConcorde Asset ManagementJoining the Concorde team