Capabilities: Wealth Management Platform

Concord’s Integrated Investment Platform can provide a wide selection of:

- Separately Managed Accounts (SMA)
- Unified Managed Accounts (UMA)
- Mutual Funds
- Exchange-Traded Funds (ETF)

These vehicles can be employed alone or in concert within client accounts.

Concord’s highly flexible investment platform enables you to use:

Non-affiliated asset managers and your proprietary investment products.
Non-affiliated managers selected by Concord’s due diligence process and/or managers selected via your own due diligence program
Concord’s Overlay Management capabilities