Serving your advisor
serves you
con· cur· rent
/kənˈkərənt/ Adjective
In geometric terms, the definition of “concurrent” is three or more lines intersecting at a single point. We bring independence, collaboration, and advanced technology to better serve advisors so they can serve their clients.
Experienced advisors nationwide
With offices nationwide, we are here wherever you need us, providing sophisticated products and services to address even your most complex financial needs. Our nationwide presence allows us to leverage best practices and be well-positioned to pursue the ultimate goal of better client outcomes.
In-depth process for customized planning
We utilize a deep discovery process with each client to craft a truly customized strategy and plan designed to help each client meet their goals and objectives.
Personalized attention and guidance
Our dedication to knowing you well and attending to every need are the keys to customizing a plan and strategy for pursuing your individual objectives and addressing every essential financial matter in your life.
A commitment to the highest standards
We strive to set the bar for advisors who are working with our clients, proactively analyzing any new developments that impact the financial industry and serving as incubators of new ideas to enhance and refine the ways we can add value.
Work with
a fiduciary
We put you first and have a legal responsibility to act in your best interest
Safety and security
of your assets
We’ve chosen leading financial institutions to custody and safeguard your assets
Concurrent
platform
Access your accounts anywhere, at any time, using our Client Portal
Full range of
investment solutions
We provide access to a full spectrum of investment solutions, including alternative markets