Investment Team
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Wealth Management
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Investment Philosophy


Prudent Investment Management
Concord employs a disciplined, long-term investment philosophy. Investment management at Concord begins with clearly defined goals and objectives. Risk management and the pursuit of exceptional investment performance are the guidelines for the Firm's investment process. Our forward-thinking, research-based approach is centered around timely allocation of assets and the analysis of both short and long-term economic trends.

Our approach to individual equity management is to seek financially strong companies with outstanding leadership and quality products/services. We believe that in an era of increasing market efficiency, large differences still remain between companies’ true earnings potential and investor expectations for growth.  This results from the potential for emerging product trends at the industry or company level to be seriously underestimated by both analysts and investors.  The ultimate upward revision in expectations for earnings is what drives stock price performance.  Our equity investment process revolves around identifying companies where expectations are soon to be rising or haven’t yet risen enough.

Our ultimate goal at Concord is to provide insightful, forward-thinking investments paired with superior client service, all while delivering unmatched value at every level of the client relationship.



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Contact Information

Phone: (800) 497-9400
Online Contact Form
9811 Irvine Center Drive , Suite 200
Irvine, CA 92618