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.
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.
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.
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.
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.
We put you first and have a legal responsibility to act in your best interest
We’ve chosen leading financial institutions to custody and safeguard your assets
Access your accounts anywhere, at any time, using our Client Portal
We provide access to a full spectrum of investment solutions, including alternative markets
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