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.
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.