Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, today announced the launch of WealthSelect, a new investment platform developed by Concurrent Asset Management (“CAM”) to help advisors build more tailored, efficient, and client-centric portfolios.
Built to meet the growing complexity of wealth management, WealthSelect combines intuitive technology, institutional-grade strategies, and dedicated consulting support—giving advisors the tools and flexibility to deliver highly personalized investment solutions at scale.
“This is more than just an investment tool—it’s a complete platform designed for the modern advisor,” said Eddy Augsten, President of Concurrent Asset Management. “We’ve always believed in putting advisors in control of the client experience, WealthSelect is a direct reflection of that belief, it’s flexible, advisor-led, and built to adapt as client needs evolve and macroeconomic conditions change.”
The platform is built around three core components:
- WealthBlox – A modular suite of investment building blocks developed with an institutional framework together with leading global asset managers. WealthBlox lets advisors build and adjust portfolios in real time—aligning with client goals, income needs, risk tolerance, tax considerations, or broader market themes.
- WealthCIO – A hands-on consulting team that partners with advisors on advanced investment needs such as concentrated stock strategies, tax optimization, liquidity management, and private markets.
- Integrated Technology – A user-friendly interface that streamlines portfolio construction, modeling, and reporting. It offers the efficiency of a turnkey solution while supporting bespoke strategies.
To support the rollout, Concurrent has expanded its investment leadership team, including the appointment of Leah R. Bennett as Chief Investment Strategist. Bennett brings over three decades of experience, with previous leadership roles at Westwood Wealth Management and The Capital Group.
“We designed WealthSelect to give advisors what they need to compete at the highest level,” said Bennett. “It’s a platform that supports deeper client relationships, more efficient portfolio management, and truly customized investment strategies.”
About Concurrent
Concurrent is a multi-custodial, hybrid registered investment adviser (RIA) created to give independent advisors all the resources they need to grow their businesses and adapt to the evolving financial needs of their clients. Headquartered in Tampa, Florida, Concurrent was established in 2017 by former advisors, business owners and industry leaders to cultivate a national network of independent providers of unbiased, fiduciary advice.
Through a partnership with Merchant, Concurrent offers its advisors growth capital, full operational support, and opportunities to align through shared equity ownership. Independence and collaboration are central to Concurrent’s ethos, as advisors maintain their autonomy and unique value while sharing best practices and best-in-breed technology, fueling their growth as entrepreneurs.
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