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Concurrent Investment Advisors

Our Partner

Our Partner

As your financial advisor, we provide guidance and advice to help you meet your goals and investment objectives. We are supported by Concurrent, a Registered Investment Advisor (RIA) that is registered with the SEC. 

As an affiliate of an RIA, we have a fiduciary duty to always act in the best interests of our clients. Being a part of the Concurrent network means we run our practice independently but never alone – we have access to a robust set of resources and a team of specialists. 

About Concurrent

Concurrent is registered with the SEC and provides us with:

  • Compliance & Supervision
  • Operational Support
  • Investment due diligence
  • Technology
  • Access to leading custodians, a broker-dealer, and banking and trust services

Concurrent continuously seeks out best-in-breed solutions and is constantly reinvesting to fulfill its fiduciary duty to clients like you. 

Concurrent is an extension of our team. Working with them allows us operational freedom and access to a world-class platform to better engage and support you and less time on administrative tasks, unlike other RIAs.

Concurrent is and has been a strategic, operational partner to us, providing us with support in managing our practice. Through the Concurrent ecosystem, we are positioned to serve a more expansive spectrum of your financial needs than ever before. 

Concurrent serves you by serving us.

More About Concurrent