CONCORDE FINANCIAL RESOURCES

Overview

Concorde Financial Resources is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and some institutional clients. The firm, owned by an individual, is structured to deliver discretionary portfolio services alongside non-discretionary advice and publishes client-facing periodicals. It also operates as a registered representative of a broker-dealer and as an insurance broker, which shapes its use of insurance products and annuities as part of client solutions. Investment practice tilts heavily toward equities — exchange-traded securities are the dominant allocation — while fixed income and pooled products are used to fill income and diversification needs. The firm does not position itself as a capital allocator but does place client capital with third-party managers for specific alternative exposures, notably commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices