Enjoy one-on-one interactions and custom investment program design and implementation.
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Wealth Chief Investment Officer (Wealth CIO)
The ultimate support to the wealth experience
Enjoy all the benefits of our OCIO solution – plus a dedicated portfolio manager and investment consultant at your fingertips.
We partner with you to deliver exceptional investment programs and wealth strategies. We combine advanced technology with the insights of our experienced team to focus on serving you and helping you meet your goals.
Our Wealth CIO Solutions
A Dedicated Portfolio Manager
Case Consulting
We personally consult with you on the client, working with you to leverage deep insights and develop a full assessment, and a comprehensive, coordinated case design.
Client-Advisor Support
As an extension of your team, we work alongside you to engage with your clients, helping to clearly articulate strategies, solutions, and outcomes that align with their goals.
Total Portfolio Solutions
Whether we’re managing one part of a client’s portfolio or its entirety, we assess a client’s entire wealth allocation and manage their total wealth across multiple strategies, accounts, and platform.
Disciplined Investment Process
Our process is intentional, flexible, and personalized—always putting you at the center, so you can effectively serve your clients.
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.