Concord Asset Management
5309 Commonwealth Centre Parkway, Midlothian, VA 23112
Location & Phone number
5309 Commonwealth Centre Pkwy Suite 109, Midlothian, VA 23112, United States
About the Business
Concord Asset Management, located at 5309 Commonwealth Centre Parkway in Midlothian, Virginia, is a finance institution that offers personalized and cost-effective investment management services. With a focus on wealth creation and financial security, Concord Asset Management has developed proprietary strategies through a proven diligence process. They do not sell or share client information, ensuring privacy and confidentiality.
As the internal asset management team of Concord Wealth Partners, Concord Asset Management provides comprehensive portfolio solutions tailored to each client's unique needs, goals, and risk tolerance. Their bespoke tax strategies aim to maximize after-tax performance, while their innovative processes help decrease costs and maximize value for clients.
Led by Chief Investment Officer Gary Aiken, Concord Asset Management's team brings institutional quality to clients' portfolios. Their research-based methodology allows them to manage portfolios through market changes and uncover new investment opportunities. By blending technology with analytical skills, they aim to drive down costs, manage risk, and boost after-tax returns for clients.
Concord Asset Management prioritizes after-tax return optimization and strategically manages capital gains and losses to minimize tax obligations for clients. With a focus on delivering exceptional asset management solutions, Concord Asset Management is dedicated to helping clients achieve their investment goals.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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