Madison, WI Office
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Concurrent Investment Advisors, LLC
Enterprise
Firm-wide stats for Concurrent Investment Advisors, LLC
About
Concurrent Investment Advisors, LLC is an SEC-registered, multi‑team advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management (discretionary and non‑discretionary), financial planning (ongoing and project‑based), retirement plan and participant advisory services, and sponsors a wrap fee program, supported by a network of roughly 286 advisors serving over 13,000 clients.
Concurrent’s investment process is centered on customized, primarily long‑term portfolios that typically use ETFs and mutual funds and may include individual securities, bonds, alternative investments, and independent sub‑advisers. The firm conducts internal due diligence, constructs strategic asset allocations, and offers operational tools for held‑away accounts (including an order‑management integration) as well as cash management and mortgage‑platform options made available through third‑party providers, with client consent and disclosure of related operational and cybersecurity considerations.
What distinguishes Concurrent from many peers are its affiliated sub‑advisory arrangements and platform integrations: the firm may utilize Concurrent Asset Management, LLC (CAM) as a sub‑advisor and discloses that CAM’s use can involve fee sharing and potential equity interests for IARs, creating a material affiliation to consider. Concurrent also makes available third‑party solutions (for cash management and mortgage access) and maintains institutional relationships with multiple custodial platforms, and it explicitly oversees delegated retirement plan model managers and participant‑level implementation.
Based on Concurrent Investment Advisors, LLC
Location
4626 S. Biltmore Lane
Madison WI 53718
Advisors at this office
2
Advisors at this office
Robert F
Series 63, Series 65
Madison, WI
Concurrent Investment Advisors, LLC
Robert Ferris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. His career includes roles at Tota Vita Financial Associates, Spire Investments Partners, Cabot Lodge Securities LLC, and Sorge CPA & Business Advisors. Ferris also performs administrative and advisory functions for Spire Wealth Management and operates under the DBA Tota Vita Financial Associates. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, and supports its clients with a range of financial planning and retirement advisory services.
Darren P
Series 63, Series 65
Madison, WI
Concurrent Investment Advisors, LLC
Darren Port is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Spire Wealth Management, among others. Outside of advisory work, he is involved in non-securities insurance sales through DCP Wealth Managers and provides business consulting focused on development and community connections. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management services, financial planning, and retirement plan advisory, employing a customized, long-term investment approach with ETFs, mutual funds, and other securities supported by affiliated sub-advisory arrangements and integrated platform solutions.
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