Founded in 1982, The Concord Advisory Group, Ltd. is an independent, SEC-registered investment advisory firm. The company specializes in providing objective, research-based investment consulting services to a diverse client base that includes endowments, foundations, hospitals, retirement plans, and private clients. Their core mission is to offer customized investment solutions and strategic advice, focusing on areas such as asset allocation, investment manager research, and performance evaluation, without the conflicts of interest associated with managing proprietary investment products.

Founded in

United States