Concord Asset Management - Custom Investment Solutions

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Concord Asset Management has developed proprietary strategies through a proven and codified diligence process. As CIO, Mitch York oversees CAM’s due diligence and research process to ensure that strategy implementation and execution are aligned with each client’s individual needs. We offer a variety of investment services and strategies that empower both the advisor and the client. For advisors, we offer a way to differentiate their practice in a crowded and increasingly commoditized industry. For clients, we offer a service that meets their specific investment needs and helps to build a path to prosperity.
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