An end-to-end asset management solution for independent advisors

Experience Freedom On Our Industry-Leading Platform

As an independent, entrepreneurial advisor, you serve clients with complex and varying investment needs. Balancing those complexities with ever-changing and increasing regulatory requirements, rising technology costs, and finite resources is crucial for maintaining a successful advisory practice.

With Concurrent Asset Management (CAM), you gain a competitive edge through access to a diverse range of products and expert management options. As an RIA, we provide tailored investment management supported through strong policies, procedures, and due diligence to meet your regulatory compliance needs.

Advisor as Portfolio Manager

Leverage all of the resources needed to institutionalize your in-house models.

Outsourced CIO (OCIO)

Outsource your asset management using custom models, third party managers, and enhanced tools and technology.

Wealth CIO

Partner with a dedicated portfolio manager and access custom personal performance benchmarks optimized for each of your clients.

Spend time building relationships, not building models. 

Advisory Services offered through Concurrent Asset Management, 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 Asset Management, LLC are not affiliated companies.

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Concurrent Asset Management.

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