Investment Team
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Wealth Management
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Contact Us
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At Concord, our investment process emphasizes risk management through active asset allocation. Our strategies employ a diverse range of investments that incorporate numerous asset classes and sectors. We seek to provide above average total returns through all market cycles through investments in equities, fixed income, commodities, real estate, cash and hedge positions. We offer a variety of investment strategies that encompass a full spectrum of risk/return profiles.

Our investment team integrates bottom-up research into a top-down macroeconomic framework in developing our investment strategies. Inflation, interest rates, government policy, economic growth rates, and global outlook are the driving macro factors influencing the direction of our investments. Through a disciplined and consistent approach, we seek to provide superior investment results that mitigate risk in a variety of market and economic conditions. With Concord, you can be sure you are charting a course for investment success.



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Contact Information

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