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Investment Management: Asset Management
INVESTMENT MANAGERS
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Investment manager due diligence and monitoring is the cornerstone of Concord Wealth Managements business platform. Through their research on thousands of investment firms, Investors Trust filters this data base to approximately 30 managers by style and performance who will be able to invest your monies who have demonstrate:

  • Stability in professional staff and adherence to their “style” of investment management.
  • Stable work environments and regulatory compliance.
  • Above –average investment performance over long periods of time in relation to the benchmarks associated with their specific manner of investing.

Investment managers are qualitatively and quantitatively monitored by Concords’ research analysts to assure each manager is performing as they should and are checked for any changes in key investment personnel. Other metrics are analyzed with a primary benefit that organizational changes behind the scenes the general public may never know are usually picked-up by Concord. If changes within the respective firm are sufficient enough, Concord will immediately recommend a replacement manager for your portfolio before negative consequences impact your portfolio.

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