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Top Shelf Service–Bottom Line Results

Whether you’re saving for college, planning for retirement or simply making sure you and your family have the financial security and freedom for life’s big and small moments, the expert guidance of a trusted and experienced financial professional is essential.

Concorde was founded with one clear goal: to empower financial professionals, giving them the tools they need to deliver creative, well-thought-out financial planning solutions. In other words, Concorde financial professionals use our industry-leading resources and transcendent service and support to deliver financial solutions that help you meet your financial goals and objectives.

Concorde is a full-service financial institution comprised of a registered broker-dealer, an SEC registered investment advisor and a full service insurance agency. Concorde oversees and supports the professionals who guide you through critical decisions when it comes to investing, saving, and retirement and estate planning.

What is the role of a broker-dealer?

Concorde (a broker dealer) is a company that buys, trades, and sells securities and other investment products. We help clients connect with fully vetted investments that may have otherwise been hard to find. The right broker-dealer provides your financial advisor with  access to products, platforms, tools, information and support they need to do their job effectively.

Finding the right firm

Concorde (a broker dealer) is a company that buys, trades, and sells securities and other investment products. We help clients connect with fully vetted investments that may have otherwise been hard to find. The right broker-dealer provides your financial advisor with access to products, platforms, tools, information and support they need to do their job effectively.

Access

Access to people, programs, products and opportunities.

Support

Support and resources that allow your advisor to conduct business in a manner that is streamlined, sophisticated and secure.

Services

Services that optimize the client experience with small conveniences and industry-leading insights and expertise.

Concorde also operates with both total independence and absolute objectivity at all times.

Total independence

Concorde’s holistic program was designed and built with one goal in mind: to make it easier than ever for Concorde representatives to grow and manage your wealth. As a result, Concorde financial professionals are free to meet your needs in a way that is exclusively focused on your best interests.

Our independent model stands in clear contrast with many competitors who often face limitations and mandates placed on them by banks, insurance companies or other outside entities.

Concorde operates this way because we want advisors to do what they do best: produce better outcomes for you. Our culture of opportunity and entrepreneurship attracts talented professionals who consistently deliver white-glove service and outstanding client results.

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The Concorde Difference

Resources

Concorde makes sure your advisor has everything they need to serve you better—including access to industry leading technology, resources and streamlined processes. Sophisticated and comprehensive tech platforms allow financial advisors to manage and protect sensitive data securely and efficiently; use digital workflow solutions and relationship management tools to keep you informed and connected; and take advantage of cutting-edge research tools and leading wealth and portfolio management solutions.

Relationships

Concorde has established a robust relationship with many of and most influential financial institutions, which means that your advisor has access to potentially lucrative opportunities that might otherwise be unavailable.

Flexibility

Concorde advisors have no mandates or sales quotas—and are beholden to no one except you. Because Concorde’s independent model allows your advisor to operate with absolute freedom and flexibility, they can leverage their proven expertise to provide personalized financial solutions custom-tailored for your personal and financial goals and objectives. They can also take advantage of our deep expertise in alternative and nontraditional solutions.

Expertise

Concorde representatives have full access to Concorde’s management team, and receive around-the-clock support from dedicated personnel on call to handle emergent issues. Mentoring from established professionals and peer review capabilities from some of the most experienced and capable individuals in the business means that you and your advisor are never alone. We are there for financial planning professionals so they can be there for you.

Compliance

From our fully compliant paperless processing system, to our robust accounting and technology tools, to the extraordinarily granular level due diligence that we perform on products and programs, Concorde makes compliance and risk management our top priority. The result is that Concorde is able to deliver a rare combination of meticulous due diligence and vast marketplace access that Concorde believes many broker-dealers are unable or unwilling to match.


Managing and Growing Your Wealth

Comprehensive resources. Institutional horsepower. Absolute freedom and flexibility.

Concorde has everything your advisor needs to provide you with a positive client experience while leveraging their insight and expertise to manage and help you achieve your financial goals.

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Client Resources
& Educational Materials

The articles, resources and eBooks below cover a range of relevant topics and concepts that may be of interest to Concorde clients.

 

View Concorde Insights