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EIGHT
REASONS WHY
YOU SHOULD INCLUDE US ON YOUR SHORT LIST
OF RECOMMENDED INVESTMENT ADVISERS
We are very aware that investment advisers of
every stripe are inundating you in the hope that you will recommend
them to your clients.
After the recent bear market you may be questioning if you
should continue to provide such guidance. It is our opinion
that you should, but only after you have completed your due
diligence on the advisers you plan to recommend, and can effectively
monitor the services being provided for your client. (We can
show you how to do this.)
If you want to help your clients, and do it in a prudent manner,
we suggest you investigate Concord Asset Management. We believe
you will include us on your short list of recommended advisers
the next time a client asks.
Reasons for considering us:
1)
As of November 2003, Concord became an affiliate
of Madison
Investment Advisors (Madison, Wis.), an outstanding
manager of discretionary assets for individuals and
institutional investors. We utilize their research
and investment recommendations in the management of
our clients’ portfolios.
Please contact us if you would like to review our
performance record.
2) We are an excellent alternative to the larger,
less personal providers.
3) We are highly qualified and experienced in servicing
separately managed accounts. Each portfolio owns individual
securities, allowing the client to properly exit low-basis
investments, minimize taxes, and eliminate issues that
may offend them.
4) We are fee-only and have no conflicts of interest
with investment bankers.
5) We are capable of coordinating the
management of the client’s various portfolios, including smaller
retirement plans and children’s accounts.
6) We are privately owned and have a strong incentive
to serve each client and their trusted advisers to
the best of our abilities.
7) We prefer working in a collegial
relationship with our clients’ other trusted
advisers in order to minimize errors, taxes, costs
and misunderstandings.
8) We are willing to work with you and your client
to ensure you are adequately compensated for your services. |
Today’s investor is becoming increasingly reliant on
their trusted advisers for recommendations of other professionals.
It is in your long-term best interest to assist your clients
in finding qualified firms.
The next time a client asks we hope you will suggest Concord
as a possible resource for custom-tailored investment management
services.
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