A complete list of active advisors currently associated with Concord Atlantic, Inc.

Warmer can help you find a great advisor at Concord Atlantic, Inc. or one who fits your needs even better.

Concord Atlantic is a privately held, state-registered investment adviser that provides discretionary portfolio management and investment advice to individuals, foundations, trusts and corporate pension plans. As with many independent advisers, it manages individual accounts on a percentage-of-assets basis and does not operate wrap-fee programs. The firm's investment process is thematic and fundamentally driven, focusing on cash-generating companies purchased at prices judged attractive relative to intrinsic value and held for multi-year horizons (typically three to ten years or longer). Fixed-income holdings are managed to generate income and reduce portfolio volatility, and the firm documents client objectives in an investment policy statement and reviews accounts multiple times per month with regular written reporting. What is distinctive is the combination of a small advisory operation overseeing roughly $145 million for about 50 clients and the explicit practice choices described in the brochure: the firm does not accept performance-based fees or wrap accounts, it does not accept proxy-voting authority (clients retain voting responsibility), and its managing director is the designated supervisor for the firm’s activities. These features, along with the emphasis on long-term, theme-based holdings and discretionary management, differentiate its practice from many peers of similar size.

To learn more about the advisors currently working at Concord Atlantic, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.