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The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organizations internal staff, investment...
Healthcare organizations,endowments and foundations,religious organizations,corporate & insurance,and trusts
The concord advisory group, ltd operates in the Financial services industry.
The concord advisory group, ltd's revenue is 11m - 100m
The concord advisory group, ltd has 11 - 50 employees.
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