Initial Investments Include Post Oak and Oliver Capital Management TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a hybrid registered investment adviser supporting independent wealth managers
Tampa-based Concurrent has staked two firms through the new program so far, and separately added $500 million in affiliated assets in the second quarter. Concurrent
With balances in 401(k) accounts slipping, it’s even more important to maximize funds. JUN 11, 2025 | By Steve Randall A recent report revealed that the savings
In this episode of TALKENOMICS, David Montgomery, Managing Director of Retirement Plan Services at Concurrent, joins Adam Shapiro for a timely conversation on how investors
David Patchen will support the firm’s development of highly-customized consultative services. TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”),
The Ascend 2025 Conference in Chicago, Illinois brought together Concurrent advisors, partners, and industry leaders from across the country for three days of learning, connection,
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
