Menu
An end-to-end asset management solution for independent advisors
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-managed options. As an RIA, we provide tailored investment management with strong policies, procedures, and due diligence to meet your regulatory compliance needs.
Spend time building relationships, not building models.
Asset management
like it’s meant to be
Our customized approach offers freedom within a framework, leveraging our industry-leading platform. Regardless of the size of your practice, client profile, and desire to manage or outsource portfolios – we help you drive better client outcomes.
Learn more about our solutions:
The solution for firms ready to outsource investment management without sacrificing quality. Deliver high-conviction portfolios, streamlined asset allocation, and in-depth research while focusing on client relationships.
Designed for advisors seeking a high-touch investment solution. Gain direct access to portfolio managers, custom case consulting, and comprehensive support to enhance client outcomes and elevate your practice.
Concurrent Asset Management
An end-to-end solution for independent advisors
Our philosophy is simple
The advisor sits at the center of the relationships, leveraging our powerful technology and strategies to help clients achieve their goals.
1
You are your client’s steward, helping them achieve their goals.
2
Better outcomes come from coordinated, comprehensive planning, sound investment advice, and the right tools and tech.
3
Thoughtful, goals-based planning requires personalized, outcome-based investment strategies.
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.