Concorde Investment Services, an independent broker-dealer and registered investment adviser platform serving financial advisers nationwide, announced the firmwide adoption of AltsIllustrator, an analytics and comparison platform developed by two financial advisers within the Concorde system: Richard Gann and Jason McMurtry.
The new tool is now available to all Concorde-affiliated advisers to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via Delaware statutory trust offerings.