Wealth Building and Preservation
We are an SEC registered Independent Wealth Management firm, serving high net-worth individuals and Institutions.
By crafting customized portfolios that seamlessly integrate both public and private investment opportunities, we help you build a strategy designed for long-term growth and financial success.
Investing in what is comfortable is rarely profitable
Robert Arnott
We See What Others Don't
Are You Content with a Standard Portfolio? WE CAN DO BETTER
Traditional financial services companies have been doing the unthinkable: scaling back on the very services their clients rely on.
We chose a different path—one that puts you first.
With a combined 60 years of industry experience, we've navigated every economic climate and remained a steady, dependable partner. We've been dedicated to securing and growing the wealth of exceptional, hardworking individuals like you.
The Old Way - 60/40
There's nothing wrong with stocks and bonds – but as you've experienced, they're not sufficient when markets get stormy.
You want the best return for your risk, and the lowest risk for your return. There are diversifiers that can offer both. They're just missing from the average portfolio; often due to lack of access.
Our 3-Dimensional Approach
Successful investors know that long-term wealth preservation requires more than just chasing gains in a rising market—it demands a strategic approach.
Our 3-Dimensional investment methodology is designed to help protect against sharp market swings. By going beyond traditional stocks and bonds, we incorporate alternative investments, creating a well-diversified portfolio that helps manage risk and enhance stability.
Beyond Conventional. Beyond Expectations
Alternatives: The missing Dimension in your portfolio
Alternative investments span a vast landscape—ranging from commodities like copper and orange juice to sophisticated strategies such as arbitrage, event-driven investing, and emerging markets.
These opportunities include mergers, IPOs, acquisitions, and unique asset classes beyond traditional stocks and bonds.When thoughtfully balanced, alternatives don’t just mitigate risk—they elevate performance.
Harnessing their full potential requires expertise, strategic insight, and institutional access. With the right approach, alternatives don’t just diversify your portfolio—they redefine it
It's Time to Think Like an Institutional Investor
Major institutions, like Ivy League endowments, invest in opportunities most individuals can’t access—but you don’t need a billion-dollar fund to do the same.
At Concert Investment Advisory, we help families and individuals build institutional-grade portfolios.
When you see big financial moves in the news and think, “Someone made money on that,” you're right. More often than not, it's institutional investors. Now, it can be you too.
Why Us?
We are Fiduciaries, not Brokers—a critical distinction.
As Fiduciaries, we are legally and ethically obligated to put our clients' financial well-being ahead of our own profits. This aligns our interests.
We have global access to multiple investing platforms,
including institutional money managers from both the public and private sectors—many of whom are not typically available to the general public. Our expertise in navigating the institutional space often provides us with access to private equity deals and early-stage venture opportunities.
Transparency
We are a Fee-Only Registered Investment Advisor, meaning we do not create or sell proprietary products. There are no commissions or hidden fees—our only priority is serving your best interests.