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.
