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.