The Concord Advisory Group, Ltd.

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Description

  • The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $11 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 28 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.
  • location

    Headquarters:700 Alexander Park Suite 203, Princeton, New Jersey, United States

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  • The Concord Advisory Group, Ltd. phone

    Phone Number: +1 609-987-9000

  • The Concord Advisory Group, Ltd. website

    Website: https://www.concordadvisory.com

  • The Concord Advisory Group, Ltd. employees

    Employees:30

  • The Concord Advisory Group, Ltd. revenue

    Revenue:$1 - 10M

  • The Concord Advisory Group, Ltd. legal name

    Legal Name:The Concord Advisory Group, Ltd.

  • The Concord Advisory Group, Ltd.'s Social Media

    The Concord Advisory Group, Ltd. linkedin
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  • |  NAICS Code: 541611  |

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Person level website identification

Senior Consultant, Principal, Founder for The Concord Advisory Group, Ltd.

Chris Cahill

Senior Consultant, Principal, Founder

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View Employees

Chris Cahill

Senior Consultant, Principal, Founder

Scott Santin

Managing Partner

Michael Michalski

Vice President

Bryan Joseph

Managing Director

Min Li

Director Of Technology

Frequently Asked Questions regarding The Concord Advisory Group, Ltd.

  • Where are The Concord Advisory Group, Ltd.'s Headquarters?

    The Concord Advisory Group, Ltd.'s Headquarters are in 700 Alexander Park Suite 203,Princeton,New Jersey,United States

  • What is The Concord Advisory Group, Ltd.'s phone number?

    The Concord Advisory Group, Ltd.'s phone number is +1 609-987-9000

  • What is The Concord Advisory Group, Ltd.'s official website?

    The Concord Advisory Group, Ltd.'s official website is https://www.concordadvisory.com

  • What is The Concord Advisory Group, Ltd.'s Revenue?

    The Concord Advisory Group, Ltd.'s revenue is $1 - 10M

  • What is The Concord Advisory Group, Ltd.'s NAICS code?

    The Concord Advisory Group, Ltd.'s NAICS code is 541611

  • How many employees are working in The Concord Advisory Group, Ltd.

    The Concord Advisory Group, Ltd. has 30 employees

  • What is The Concord Advisory Group, Ltd.'s Industry?

    The Concord Advisory Group, Ltd. is in the industry of Financial Services

  • Who is The Concord Advisory Group, Ltd.'s Senior Consultant, Principal, Founder?

    The Concord Advisory Group, Ltd.'s Senior Consultant, Principal, Founder is Chris Cahill

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