As an independent broker-dealer with a boutique approach, Concorde Investment Services delivers flexible service models tailored to suit unique business requirements. While we specialize in alternative investments, we also offer a comprehensive suite of broker-dealer investment products.
Our full-service registered investment advisor (RIA) provides robust support through a dedicated team, advanced practice management and financial planning tools, access to third-party asset managers and sub-advisors, and a wide array of portfolio management resources.
Through our strategic partnership with Alpine Brokerage Services, Concorde Insurance Agency offers national coverage and access to over 100 insurance carriers. We also provide personalized concept training and point-of-sale support to enhance your client engagement capabilities.
Our Three Lines of Business
As an independent broker-dealer licensed to offer securities in all 50 states, Concorde provides financial professionals with access to a broad range of investment products, services and solutions. Our independent model means we are not owned by a bank, insurance company or wirehouse, giving financial professionals greater freedom to identify solutions that best align with their clients' goals and the needs of their practices. Concorde complements that independence with the resources, infrastructure and web-based tools financial professionals need to efficiently manage their businesses while staying focused on serving clients and growing their practices.
Concorde Wealth Management offers a flexible, multi-custodial model designed to give financial professionals greater choice and control. With access to more than 250 investment strategies, financial professionals have the flexibility to build and customize portfolios around each client's unique goals, needs and circumstances. From financial and succession planning to portfolio and practice management and ongoing performance reporting, Concorde provides integrated technology and resources designed to create greater efficiencies, enhance the client experience and give financial professionals more time to focus on serving clients and growing their businesses.
Concorde Insurance Agency provides financial professionals with access to a broad range of insurance and risk management solutions designed to address their clients' evolving needs. From case design and education to point-of-sale support and implementation, our resources and expertise help financial professionals confidently incorporate insurance into their practices and deliver greater value to their clients.
Your success extends far beyond investment solutions. That's why Concorde provides the resources, technology and strategic support to help financial professionals grow stronger businesses, operate more efficiently and create exceptional client experiences.
Every practice has unique goals and needs, which is why Concorde offers optional business solutions that provide additional support where you need it most.
Through exclusive partnerships and specialized programs, financial professionals can access resources designed to improve efficiency, strengthen their brands and create more time to focus on clients and growing their businesses.
Exclusive Services
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The Concorde Virtual Assistant (CVA) Program helps financial professionals spend less time on administrative responsibilities and more time focused on client relationships and business growth.
Highly trained in Concorde’s systems and workflows, CVA specialists provide flexible levels of support based on the needs of your practice — from document handling to comprehensive back-office assistance.
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Concorde offers exclusive access to AltsIllustrator™, an innovative proposal generation platform designed to simplify the process of illustrating alternative investment allocations. Developed specifically for financial professionals by advisors, the platform helps create clear, professional client proposals while improving efficiency and enhancing client conversations.
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Strategic Spotlight by Concorde is a marketing partnership program available exclusively to Concorde financial professionals through an industry-specific marketing firm. Designed to help financial professionals increase their visibility and grow their business, the program provides completely customized marketing support tailored to each participant’s goals, including branding, digital marketing, content development, public relations and strategic communications.
Technology at Concorde is more than just tools – it’s an integrated part of the financial professional experience.
Our technology ecosystem brings together leading custodians, streamlined account management systems and powerful reporting capabilities. From paperless workflows to data security and digital communication, our solutions are designed to simplify the way you do business.
Concorde’s commitment to technology is reflected in FLITE (Forward Looking Integrated Technology Enhancements), a comprehensive all-in-one platform that brings essential tools and capabilities together to simplify how financial professionals conduct and process business.
Changing broker-dealers is a significant decision – but it doesn’t have to be an overwhelming one.
At Concorde, we’ve built a transition process designed to minimize disruption, simplify the details and allow you to remain focused on what matters most: your clients and your business.
From your first conversation through onboarding and beyond, our experienced team works alongside you every step of the way, providing personalized guidance and responsive support throughout the transition.
Every practice is different and every transition requires a thoughtful approach. Our team works closely with you to develop a transition plan tailored to your business, helping ensure an efficient move while keeping you informed throughout the process.
Joining Concorde is about more than changing firms – it’s about positioning your business for long-term success. Once your transition is complete, you’ll have access to the technology, operational support and business resources designed to help you operate efficiently, serve your clients and continue growing.
Thinking of Changing Your Broker-Dealer? Download our white paper of considerations for making the switch.
DOWNLOAD THE GUIDEWhether you’re actively exploring a move or simply beginning your research, we’re happy to answer your questions and help you evaluate whether Concorde is the right fit.
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