Concord Investment Counsel is a premier independent wealth management firm that has been delivering superior investment results for over 20 years. We provide full-service, customized wealth management with dynamic investment solutions. With in-house research and advisory teams as well as an extensive network of professional alliances, our level of service is unmatched.
Concord provides comprehensive wealth management services, including investment management, financial planning, income distribution, trust and estate planning, tax strategy and more.
Our proprietary fundamental and quantitative research, timely asset allocation modeling and dilligent focus help us provide outstanding results for our clients. We offer strategies for every type of investor.
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Phone: (800) 497-9400
Email: cic@cichome.com
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9811 Irvine Center Drive , Suite 200
Irvine, CA 92618