Client Login
Advisor Login

Concurrent Honored as RIA Firm of the Year Excellence Awardee by InvestmentNews

As we kick off Q3, we’re proud to share that InvestmentNews has named Concurrent Investment Advisors an Excellence Awardee in the RIA Firm of the Year category. This recognition underscores our commitment to empowering independent advisors with the strategic guidance and operational support they need to thrive.

We’re grateful to our dedicated team and valued partners—this honor is a testament to your hard work and collaboration. Visit InvestmentNews to see the full list of winners and fellow awardees.

Share

More Posts

Linkedin Facebook Instagram

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