The Concord Advisory Group, Ltd. Email Format

Financial ServicesNew Jersey, United States11-50 Employees

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm based in Princeton, New Jersey, and was established in 1988. It provides objective consulting to help institutions strengthen their investment programs, combining governance, strategy and execution to improve results. Its services include investment policy development, asset allocation studies, investment manager searches, ongoing manager due diligence, and cost analysis, serving mid-size corporations, foundations, endowments, healthcare organizations, and religious organizations.

Concord supports its clients' internal staff, investment committees, and boards to operate more efficiently while navigating the complexities of today’s investment markets with forward-looking guidance. The firm states that it accepts no compensation from financial institutions and offers only non-conflicted professional advice.

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