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Where people and
their retirement
needs come first

We consider ourselves trailblazers in the retirement plan market and have set high standards for advisors who work with plan sponsors, individuals, and families.

A tenured retirement partner

Retirement professionals

Established in the retirement plan industry

Expertise and experience

Client-focused

Customized planning

Addressing the objectives and needs of plan sponsors

Our team has the privilege of working with many prestigious organizations across the country. They range in size and complexity.

We work with:

Corporate plans

Nonprofit plans

Associations

We provide retirement services customized for each sponsor and its plan participants. Our team aids with every aspect of the retirement plan, from constructing plan documents and advising with sophisticated investment analysis to assisting with on-site support for plan participants. The expertise of our team and the scope of services offered are designed to serve plan sponsors in the most complete and comprehensive manner.

Documentation and transparency regarding items such as service agreements and fee arrangements are also crucial, and our team makes this part of its protocol. Each plan sponsor receives an annual executive summary at the end of each year. The team also has a proactive client communication model that strives to analyze any new legislation and provides information to sponsors as soon as possible.

Our focus is on your plan. Our goal is to provide a seamless partnership with tremendous service to help participants retire their way.

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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