The Concord Advisory Group

The Concord Advisory Group

Financial Services, 700 Alexander Park, Princeton, New Jersey, 08540, United States, 11-50 Employees

concordadvisory.com

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phone no Phone Number: 60********

Who is THE CONCORD ADVISORY GROUP

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective invest...

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  • 700 Alexander Park, Princeton, New Jersey, 08540, United States Headquarters: 700 Alexander Park, Princeton, New Jersey, 08540, United States
  • 1988 Date Founded: 1988
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 541611 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from THE CONCORD ADVISORY GROUP

The Concord Advisory Group Org Chart and Mapping

Employees

Bradford Stephan

Senior Investment Consultant

Andre Misdary

Senior Portfolio Analyst

Marissa Hine

Director - Research, Responsible Investment Specialist

Averil Fletcher

Senior Investment Analyst

Thomas Lyons

Director-Research, Senior Investment Strategist

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Frequently Asked Questions Regarding The Concord Advisory Group

Answer: The Concord Advisory Group's headquarters are located at 700 Alexander Park, Princeton, New Jersey, 08540, United States

Answer: The Concord Advisory Group's phone number is 60********

Answer: The Concord Advisory Group's official website is https://concordadvisory.com

Answer: The Concord Advisory Group's revenue is $10 Million to $25 Million

Answer: The Concord Advisory Group's SIC: 6211

Answer: The Concord Advisory Group's NAICS: 541611

Answer: The Concord Advisory Group has 11-50 employees

Answer: The Concord Advisory Group is in Financial Services

Answer: The Concord Advisory Group contact info: Phone number: 60******** Website: https://concordadvisory.com

Answer: The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organizations internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of todays investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

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