Access freedom within the CAM framework:
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.
Empower your practice with a flexible platform to design, customize, and manage portfolios. Streamline operations, optimize strategies, and maintain full control of your client offerings.
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.
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.