Concord invests in stocks
to help clients achieve specified financial goals. The percentage
of stocks in each client's portfolio is determined at the beginning
of the client relationship and is reviewed at least annually
to determine if this asset allocation is still appropriate.
In conjunction with its affiliate,
Madison Investment Advisors, Concord portfolio managers have created
a list of desirable stocks that cover a broad range of industries
and are forecasted to have solid returns over the long term. These
stocks are then selected for clients' portfolios as deemed appropriate
by individual managers.
A typical portfolio will consist
of between 25 and 35 stocks. Included in the stock portfolio will
be companies that can be purchased at reasonable prices that have:
an excellent history of sustainable growth, solid balance sheets,
and experienced management teams.
Ours is a very disciplined selection
process that has proven to be successful for the long term appreciation
of client portfolios. It encompasses the purchase of both large-cap
and mid-cap stocks, many of which are worldwide leaders in their
fields. Our affiliate, Madison Investment Advisors, provides additional
information on our equity philosophy and methodology. See Equity Portfolios at www.Madisonadv.com.
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