Company Overview

Organization and Ownership Mitch Pletcher, President and Chief Investment officer, founded Concord Investment Counsel in 1991. Mr. Pletcher is a central figure at the firm and is the architect and leader of the firm's investment process. While the firm has grown and matured, the investment philosophy remains the same – to offer prudent and consistent investment strategies built on a proven process, good information, and sound judgment. Concord Investment Counsel is profitable, financially sound, and has no debt. The firm is a California corporation and is registered with the SEC under Investment Advisers Act of 1940. The company has been 100% independently owned since its inception by two principals of the firm and has no ownership or partnership affiliation with other entities.

Business Objectives and Strategy Concord was formed with one goal – to manage investments for individuals, retirement plans, and institutional investors. The firm has grown through the momentum created by strong personal and professional alliances. Like our investment process, our business approach does not focus on short-term performance, but rather the gradual accumulation of principal over time. We offer prudent investment management to conservative investors with long-term investment horizons.