Concorde Investment Management

Overview

Concorde Investment Management is an independent, privately owned registered investment adviser that has been registered with the SEC since 1981. The firm operates as a corporation and serves both individual & family clients and institutional investors. Its advisory services emphasize financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, investment companies, and other businesses or institutions. Fee arrangements include percentage-of-AUM billing and hourly charges. Concorde does not identify as a capital allocator and is not active on ESG investing or pension consulting. Concorde is involved in industry roles beyond client advisory, including acting as an investment adviser and sponsor and serving in capacities such as general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives