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The future of wealth
management is

independent

objective

specialized

client-focused

collaborative

aligned

We empower advisors to elevate their clients' financial futures.

We provide bespoke client solutions, curated resources, and robust technology that empower advisors to best serve their clients. Our advisors are the confidants their clients’ trust, and we’re the specialist they need.

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Safety and security of assets

We have chosen leading financial institutions to custody and safeguard client assets

Best-in-breed technology

Our fully-integrated platform touches every area of an advisor's business and elevates the client experience

Range of solutions

We offer solutions and services to help us achieve client investment and wealth objectives

Advice is provided by your advisor

Our diverse network of local advisors and their teams are responsible for helping their clients meet their goals and investment objectives. Operating as independent business owners leveraging the Concurrent platform, each partner firm has the opportunity to build its own brand and unique culture and to contribute its expertise to the collective. 

The platform is provided by Concurrent

Concurrent serves as a platform for advisors, providing compliance, supervision, operational support, investment due diligence, technology, and access to leading custodians, a broker-dealer, and banking and trust services.

We empower advisors as advocates for their clients, with a complete foundation of support that allows them to run their practice as they desire. 

Custody/Broker Dealer

Privately held for more than 75 years, Fidelity Institutional® is one of the world’s largest and most respected financial services firms, with more than $11 trillion in assets under administration, as of March 2022.

As a leading independent broker-dealer, PKS facilitates our ability to conduct commissionable transactions where appropriate. 

Solutions

Our culture of collaboration opens the door to a network of specialists aligned to round out a holistic wealth management experience. Concurrent provides robust support and access to solutions in the areas of: 

  • Financial Planning 
  • Asset Management 
  • Alternative Investments 
  • Insurance 

Technology

The Concurrent platform offers you and your advisor best-in-class technology. 

We believe in the power of partnership

Advisors in the Concurrent network have the independence, control, and flexibility to better care for their clients. 

Advisors
1
States Across the U.S.
1
Assets Under Management
$ 1 B

What we're up to

Concurrent Looks to Revive Hedge Fund Allocation

Concurrent Looks to Revive Hedge Fund Allocation

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Concurrent Eyeing Sector-Specific Middle-Market Funds

Concurrent Eyeing Sector-Specific Middle-Market Funds

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InvestmentNews: An M&A Deal is Like a Marriage, You Have to Believe in it

InvestmentNews: An M&A Deal is Like a Marriage, You Have to Believe in it

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Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0