Lawrenceville, GA Office

Concorde Asset Management serves a mix of individual clients (including high-net-worth households), corporate and retirement-plan clients, offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third‑party asset managers and sponsored wrap fee programs. The firm also provides ERISA retirement-plan advisory services, participant advice, and management of variable annuity separate accounts as part of its advisory menu.

Concorde builds individualized portfolios by gathering client objectives, timelines, and risk tolerances, then implementing asset‑allocation and model‑based strategies across proprietary and third‑party platforms. The firm uses model portfolios and third‑party strategists (including its Concorde UMA program on Envestnet and integrations with Orion, Simplicity Group, and other providers) and serves as an overlay manager where it assumes discretionary trading and allocation responsibilities.

A distinctive feature disclosed in the brochure is that some representatives maintain separate outside businesses that provide legal and real‑estate services, and the firm has affiliated entities including a broker‑dealer and an insurance agency, which the brochure describes as creating potential conflicts that are mitigated through supervision and documented policies. The firm also highlights specific operational relationships (back‑office support from Envestnet, Simplicity Group, and GeoWealth), its role as a promoter and sub‑advisor in third‑party programs, and its formal ERISA conflict oversight and supervisory procedures.