Asset Management

Empowering Financial Professionals

As a representative of Concorde Asset Management, you’ll have access to industry-leading technology infrastructure and solutions to help improve efficiencies and provide enhanced value to your clients at every life stage of your business.

Concorde Asset Management offers a flexible, multi-custodian model that ensures financial professionals are not locked into a single, captive custody group. With more than 500 different strategies available, our platform is extremely flexible and allows advisors to create and customize financial portfolios based on the needs of each client.

From financial/succession planning stages, to asset portfolio and practice management, to ongoing performance reporting on the back end – Concorde Asset Management will help you get your time back, without the need to spend more.

Learn more about Concorde Asset Management from Drew Jackson, president and chief marketing officer:

At Concorde, fee-based IS flexibility.

With our “Flexible Advisor Model,” you determine the structure of your fee-based practice:

  • Rep as Manager
  • Utilize Third-Party Managers
  • Hybrid Practice

Regardless of your structure, Concorde offers you the asset management tools to help you meet your clients’ goals efficiently and effectively.

Expertise to Serve Your Clients – Advisory Solutions

Concorde empowers financial professionals to provide superior asset management solutions to their clients in transparent and fiduciary responsible ways.

Scalability to Manage Your Business – Technology & Operational Support

Concorde equips our advisors with the necessary tools to efficiently manage your practice and increase client retention. By streamlining operations, you’re no longer burdened with time-consuming administrative tasks. We grant you the freedom and capacity to grow like never before.

Solutions to Drive Growth – Practice Management & Coaching

Unlock the potential within your practice, accelerate growth and drive practice effectiveness through executive coaching, practice management consulting, planning tools and current industry best practices.

Resources to Secure Your Legacy – Succession Planning & Practice Acquisition

When buying, selling or transitioning a financial advisory practice, you want qualified support from professionals who understand the distinct characteristics of the industry. This is exactly what Concorde provides.

Thinking of changing your broker-dealer?

Download our whitepaper on considerations when making a move.

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