About Concorde
Concorde is a nationally recognized, full-service broker-dealer and SEC-Registered Investment Advisor (RIA) and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives.
Founded by entrepreneurs, the Concorde team is proud to serve a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms are designed to maximize potential, providing customized support and forward-looking resources that allow financial professionals unlock their full potential.
Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. The firm serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress.
Comprehensive Solutions Through Strategic Integration
Recognizing that investors often require a diverse range of financial solutions, we have established an integrated ecosystem of specialized business entities:
Concorde Investment Services:
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.
Concorde Asset Management:
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.
Concorde Insurance Agency:
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.