Concord Asset Management - Chicago, IL. | An affiliate of Madison Investment Advisors, Inc.

Investment Philosophy

Fixed Income Management

Equity Management

800.887.1166

If you are interested in offering services focused on wealth management, Concord has prepared a number of reports and papers that might help you and your clients:

A Proposed Business Plan for Marketing Wealth Management

A detailed explanation of how you can reorganize part of your firm to efficiently, profitably and safely offer wealth management services.

Overcoming Fears about Promoting Wealth Management Services

The five main reasons why professionals prefer to stick to their singular facet of wealth management rather than embracing all aspects, and ways of overcoming these fears.

A New Approach to Offering Wealth Management Services for CPAs

A description of a new model for CPAs to consider that is fee-only and allows the CPA to remain impartial.

Eight Reasons Why You Should Include Concord on Your
Short List of Recommended Investment Advisers

A discussion of why Concord is ideally suited to be an ally in your wealth management program.

An Arrow in Your Quiver

What you can say if someone asks you for help regarding the management of their investments.

Top Boston Law Firms Do It …

A philosophical discussion of why you should give serious thought to entering the wealth management arena.

How to Give and Get Referrals

The best way to get referrals is by making an active effort to give them. This is a discussion of how to do this to maximize the benefits for all parties.

The Virtual Family Office

How trusted advisers can help their wealthy clients build a family office for these millionaires next door.

For more information on these topics, please contact Henry Feldman or Dan Sabol at 312/236-1166 or 800/887-1166.