Client Login
Advisor Login

Barron’s: Concurrent Cares Is Proud to Support Charitable Causes That Matter to Our Employees and Advisor Partners

In a recent Barron’s article, Our CEO, Nate Lenz, shares about our charitable giving program, Concurrent Cares, and its effort to support local organizations close to home for our employees. Employees and advisors at partner firms submit their chosen organization to support, and our charitable giving committee reviews the applications before selecting nonprofits to partner with.

We prioritize our support of charitable organizations by allocating funds every year to ensure a budget is always available, targeting 5% of firm profitability. In addition to the causes we support at the corporate level, we match dollar-for-dollar donations made by our advisors and staff to organizations submitted and approved by our committee. We prioritize sharing success stories and the impact of our donations with our clients.

Read the full story here.

Share

More Posts

How Advisors Choose Their Independence

Joe Mooney, managing director, advisor engagement and enterprise development at Concurrent, talks about the ways that advisors seek to achieve independence in their chosen profession. The editors

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