Investment Services

Investment Services Focused on You

Concorde financial professionals possess the teams, tools and technology to help you reach your specific investment goals. We have a multitude of agreements in place with the financial industry’s leading mutual funds, variable annuities, options, futures, fixed income securities, REITs, 1031s and other alternative investment offerings.

We provide the web-based resources your representative needs to operate and monitor your investments smoothly and accurately, including:

  • Industry news
  • Online trading
  • Product inventory
  • Consultative support
  • Oversight and guidance
  • Secured and compliant email
  • Transition and training videos
  • Recent and previous statements

We arm our financial professionals with intuitive tools and platforms that allow more time to be spent on what matters most—you.

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Thinking of changing your broker-dealer?

Download our whitepaper on considerations when making a move.

To learn more, fill out the form below to contact us.