Our Partnership with Concurrent
As your financial advisor, we provide guidance and advice to help you meet your goals and investment objectives. We are supported by Concurrent, a Registered Investment Advisor (RIA) that is registered with the SEC.
As an affiliate of an RIA, we have a fiduciary duty to always act in the best interests of our clients. Being a part of the Concurrent network means we run our practice independently but never alone – we have access to a robust set of resources and a team of specialists.
About Concurrent
Concurrent is registered with the SEC and provides us with:
- Compliance & Supervision
- Operational Support
- Investment due diligence
- Technology
- Access to leading custodians, a broker-dealer, and banking and trust services
Concurrent continuously seeks out best-in-breed solutions and is constantly reinvesting to fulfill its fiduciary duty to clients like you.
Concurrent is an extension of our team. Working with them allows us operational freedom and access to a world-class platform to better engage and support you and less time on administrative tasks, unlike other RIAs.
Concurrent serves you by serving us.