Description
Concord Equity Group Advisors, LLC designs, develops, and administers wealth management solutions for financial institutions. Its customizable wealth management platform offers various outsourced wealth management solutions, including automated back-office processes, sales process support, account management, separately managed accounts, unified managed accounts, mutual funds, exchange-traded funds, overlay management, and management due diligence services. The company also provides investment research, education, marketing, and administration services; a Donor Advised Fund, which can be offered for clients seeking tax-efficient charitable giving opportunities; asset allocation analysis, portfolio optimization, correlation analysis, and portfolio risk budgeting services; and marketing support services. It supports investment professionals in trust companies, private banks, brokers/dealers, family offices, certified public accountants, law firms, insurance companies, and registered investment advisors. Concord Equity Group Advisors, LLC has a strategic relationship with Argus Research Company. The company was founded in 1975 and is based in Matawan, New Jersey. As of June 22, 2011, Concord Equity Group Advisors, LLC operates as a subsidiary of LPL Financial Corporation.
Corporate Address
100 Matawan Road Matawan, NJ07747 United States of America
United States of America
732-335-0800
Tags:
Research Analysis, Investment Research, Banking Institutions, Financial Research, Analysis and Market Research, Client Research, Corporate Research, Equity Research and Market, Company Research Services, Equity Research, Corporate and Investment Banking, Institutional Research, Investment Research Firm, Management Research, Financial Markets Research, Public Research, Private Banking, Bank Group, Operations Research, Equity Bank, Bank Management, Market Research Firm, Development Bank, Investment Banking Services, Banking Insurance, Market Research, Banking Corporation, Banking Financial Services