A complete list of active advisors currently associated with Concert Investment Advisory LLC

Warmer can help you find a great advisor at Concert Investment Advisory LLC or one who fits your needs even better.

Concert Investment Advisory LLC provides discretionary portfolio management and institutional consulting to individuals (including high-net-worth clients) and institutional clients, using client-specific Investment Policy Statements to guide asset allocation and selection. The firm offers ongoing monitoring and reporting and lists a minimum account size that may be waived at the advisor’s discretion. The firm’s investment approach combines fundamental, technical and cyclical analysis and makes use of a range of strategies, including private funds and alternative investments, short-term trading, short sales, margin and options writing. Concert requests discretionary trading authority to implement portfolios and conducts at least biannual reviews of client accounts, with additional reviews triggered by material life or market events. The brochure discloses that the firm’s representatives are registered or have pending applications as broker-dealer representatives, a regulatory affiliation that is uncommon among independent solo advisors and that the firm says it manages through disclosure and internal policies. The firm also emphasizes use of alternative investments and active trading strategies, and describes participation in custodian programs and other third‑party arrangements that could give rise to conflicts of interest which it intends to mitigate.

To learn more about the advisors currently working at Concert Investment Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.