
Investment Team
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Wealth Management
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Contact Us
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Overview
At Concord, our investment process emphasizes risk management through active asset allocation. Our strategies employ a diverse range of investments that incorporate numerous asset classes and sectors. We seek to provide above average total returns through all market cycles through investments in equities, fixed income, commodities, real estate, cash and hedge positions. We offer a variety of investment strategies that encompass a full spectrum of risk/return profiles.
Our investment team integrates bottom-up research into a top-down macroeconomic framework in developing our investment strategies. Inflation, interest rates, government policy, economic growth rates, and global outlook are the driving macro factors influencing the direction of our investments. Through a disciplined and consistent approach, we seek to provide superior investment results that mitigate risk in a variety of market and economic conditions. With Concord, you can be sure you are charting a course for investment success.
Quarterly Market Commentary
Financial Calculators
Contact Information
Phone: (800) 497-9400
Email: cic@cichome.com
Online Contact Form
2020 Main Street, Suite 300
Irvine, CA 92614
