The Concord Advisory Group, Ltd.

www.concordadvisory.com

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $45 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

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The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $45 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

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Country

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State

New Jersey

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City (Headquarters)

Princeton

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Employees

11-50

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Founded

1988

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Director of Research

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Business Management

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Technology

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Analyst

    Email ****** @****.com
    Phone (***) ****-****

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