Concurrent

Happy Halloween from the Concurent Scooby-Doo crew! 🎃

🔦 Advisor Spotlight: Lindamood Financial Group We’re proud to work with great firms like Lindamood Financial Group in Lebanon, Virginia. They are dedicated to helping their clients build a secure and purposeful financial future. As an independent firm powered by Concurrent, Lindamood focuses on: ❇️Personalized strategies: Tailored to client risk tolerance, goals, and time horizon ❇️Team-driven approach: Lindamood’s diverse team collaborates to offer comprehensive financial solutions ❇️Client-first mindset: Clients are more than a number, they’re part of the family As a Concurrent partner, Lindamood has access to our network of technology, providers, and solutions, allowing them to focus on their business and clients. https://lnkd.in/eCUnSKNu

For high-net-worth investors, it’s all about alternatives. We’re excited to introduce the Concurrent Alternative Investment Platform, our enterprise-grade offering that equips advisors with comprehensive, multi-asset alternatives portfolios to better meet the financial goals of high-net-worth investors. Concurrent advisors seamlessly access private equity, private credit, real estate, infrastructure, and absolute return hedge funds from blue-chip investment managers–all areas that have typically been only available to institutional investors. As our Managing Director of Investments, Eddy Augsten, CIMA, CAIA, MSF says, “Not all alts are created equal, and we want to make sure our advisors and clients have access to the best solutions. The level of experience and pedigree represented in the investment managers we’ve curated will make a real difference in financial outcomes and the value our advisors can now bring to their client portfolios.” https://lnkd.in/e4iV_s88

When it comes to wealth management, Ramin Abrams, our Private Wealth Financial Advisor, is “slaying” the game by focusing on young, high-earning Millennials and Gen Z. In a conversation with Josh Welsh at InvestmentNews, he emphasizes the importance of financial literacy and guides his clients through unique income streams while setting up essential foundational accounts. Discover how Ramin’s holistic approach prepares these digital entrepreneurs to make their money work for them. https://lnkd.in/eMq4fDeY

At Concurrent, we're constantly evolving to meet the needs of our clients. In the spirit of that growth, we’re revisiting hedge fund allocations to address concerns around concentration in public markets. As our Managing Director of Investments Eddy Augsten, CIMA, CAIA, MSF Agusten notes in this article with With Intelligence, we’re carefully evaluating potential managers, focusing on those with a repeatable process and strong risk management. We're considering how hedge funds might enhance our portfolio structure across areas like absolute return, real asset core plus, or credit strategies to help drive growth, income, and volatility reduction for our clients. https://lnkd.in/eUmHkAGi

Everyday, we remain true to our independent philosophy, committed to building up our advisors to succeed. As our CEO Nate Lenz says, “You are not joining our firm, we are partnering with you to build yours.” 🎧Don't miss Nate on the RIA Edge (Part of Wealth Management EDGE) podcast with David Armstrong. https://lnkd.in/exbwgQDi

The pursuit of inorganic growth in the financial sector is not without its challenges, particularly in ensuring a seamless cultural fit. It's not just about scaling up but scaling smart and finding talent that aligns with your firm’s vision is crucial. The future of wealth management lies in the power of collaboration and shared vision and we are proud to have Joseph Mooney leading the charge.

Our goal is to empower independent firms to grow and thrive, on their own terms. As Nick Klein, VP of Business Development describes, partnership with Concurrent means access to powerful tools, resources, and support. Learn more at https://lnkd.in/eexMnjb5 about how we help firms like Nick’s remain independent but never alone.

One of the most appealing aspects of independence is growing your financial practice on your terms. Working with Concurrent, Ross Ramsey of Lumature Wealth Partners found cultural alignment, operational support, and increased capacity. Learn more about how your firm can benefit from our independent model. https://lnkd.in/eexMnjb5

Exciting times are ahead at Concurrent as we continue to grow, adding alternatives and a more sector-specific investment strategy to our platform. We’re focusing on middle-market investments —a space that’s proven to generate significant alpha for us over time. Concurrent’s Managing Director of Investments, Eddy Augsten, CIMA, CAIA, MSF shares how we're now exploring opportunities with international funds and emerging managers who have strong track records. https://lnkd.in/e5CgZ-Wx