Concord Investment Counsel
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About Concord

Concord Investment Counsel is a premier independent wealth management firm that has been delivering superior investment results for over 20 years. We provide full-service, customized wealth management with dynamic investment solutions. With in-house research and advisory teams as well as an extensive network of professional alliances, our level of service is unmatched.

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Wealth Management

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Concord provides comprehensive wealth management services, including investment management, financial planning, income distribution, trust and estate planning, tax strategy and more.

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Investment Strategies

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Our proprietary fundamental and quantitative research, timely asset allocation modeling and dilligent focus help us provide outstanding results for our clients. We offer strategies for every type of investor.

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Contact Information

Phone: (800) 497-9400
Email:
cic@cichome.com
Online Contact Form
9811 Irvine Center Drive , Suite 200
Irvine, CA 92618