Network·Venture Capital

Concord Asset Management, LLC

Unclaimed

📍 ABINGDON, VA

Venture Capitalfinancial servicesreal estate
concordassetmgmt.com/reach-us/

SEC CRD #801-119737

About

OCIO | Contact Us| Concord Asset Management VA Skip to content 276-628-5910 Facebook Linkedin Concord Wealth Partners Reach Us Contact Information: PHONE NUMBER 276-628-5910 EMAIL ADDRESS [email protected] Contact Form: First Name (Required) Last Name (Required) Email (Required) Phone Number (Required) Message / Comments SUBMIT Menu Quantitative Investing | Concord Asset Management | About Us Skip to content 276-628-5910 Facebook Linkedin Concord Wealth Partners About Us CONCORD ASSET MANAGEMENT (CAM) Your Trusted Investment Partner CAM is Concord Wealth Partners’ internal asset management team, exclusively dedicated to enhancing our clients’ portfolios through tailored and cost-efficient investment strategies. CAM brings institutional-quality expertise to Concord’s clients and a commitment to goal-oriented performance. OUR APPROACH Active Management FOCUS As active managers, we continuously aim to improve our clients outcomes while striving to minimize risk and optimize after-tax returns. SCIENCE We are passionate about the art of investing and are forever enthusiastic about discussing innovative strategies and opportunities. RESEARCH Analysis shapes macroeconomic views, trends, and cycles, helping us better navigate our strategies in changing conditions. COMMUNICATION We engage and educate our clients to make them active participants in their investment strategies. Chief Investment Officer Gary Aiken Our CIO, Gary Aiken, brings over 23 years of extensive experience to our i

Key Contact

JW

JONATHAN WEATHERLY

CHIEF COMPLIANCE OFFICER

📞 (276) 628-5910

🔒 Sign up for free to view key contact information

Sign up free →

Geographic Focus

vaunited states

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$639M

Location

ABINGDON, VA

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.