Thinking like an Entrepreneur

 “Building a Firm vs a Lifestyle practice”


Concorde was started by entrepreneurs with extensive experience as officers, directors and professionals in the finance industry – with the goal of providing better services for financial advisors.


Today, Concorde offers a full spectrum of support for financial professionals through our three lines of business: Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency.


Core Values

Concorde’s core values represent our fundamental beliefs regarding both internal conduct and external interactions with financial professionals, business partners and consumers.


The Concorde team aims to:

• Deliver an amazing experience.

• Nurture long-term relationships.

• Maximize potential.

• Encourage forward thinking.



Operational Support


By streamlining operational responsibilities, you no longer have to be burdened with time-consuming administrative tasks, such as:

• Compliance management

• New business processing

• Account maintenance

• Automatic billing

• Trading


Flexible and Fully-Integrated Technology


Concorde helps you efficiently scale your financial practice. Ease the burden of daily operational maintenance and redirect those efforts to build up your company and increase client retention by our utilizing technology, such as:                                                             

• Paperless business submission

• Consolidated client statements

• Customizable proposal generation

• Web-based CRM solution

• Performance reporting

• Secure client portal

• Electronic signature


Who We Are

Our representatives have complete access to cutting-edge technology infrastructure and back-end support to provide financial solutions that help meet the goals and objectives of their clients.


While Concorde’s holistic suite of services, tightly integrated financial technology platform and extensive support infrastructure are all compelling assets, we take immense pride in our “defining professional” culture. Representatives have full access to Concorde’s extremely talented management team and receive around-the-clock support from a team dedicated to handling emergent issues.


When it comes to bringing new financial advisors on board, Concorde combines due diligence and white-glove service to ensure the professional fit is solid and transitions are smooth and seamless.


It’s the combination of these outstanding qualities that contributed to Concorde being named several times to the Inc. 5000 list of Fastest Growing Private Companies in America.

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