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The Concord Advisory Group, Ltd.

Princeton, United States (US) · Finance and Banking

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#healthcare organizations

#endowments and foundations

#religious organizations

#corporate & insurance

#trusts

The Concord Advisory Group, Ltd is a leading investment consulting firm based in Princeton, New Jersey, providing objective advice to institutions seeking to improve their investment program results.For over 35 years, Concord has been dedicated to empowering healthcare organizations, religious organizations, endowments, and foundations with strategic governance, implementation, and research.

Overview

The Concord Advisory Group, Ltd is a leading investment consulting firm based in Princeton, New Jersey, providing objective advice to institutions seeking to improve their investment program results.

For over 35 years, Concord has been dedicated to empowering healthcare organizations, religious organizations, endowments, and foundations with strategic governance, implementation, and research. We specialize in assisting these complex organizations navigate the intricacies of today’s investment markets, ensuring optimal performance and alignment with their long-term goals.

Concord’s approach is built on a foundation of non-conflicted professional advice, rejecting compensation from financial institutions. Our team of experienced consultants, analysts, and research associates delivers tailored solutions, fostering efficient internal staff, investment committees, and board members. Experience. Leadership. The Right Solution.
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Contact Details

info@concordadvisory.com

Princeton, United States (US), 700 Alexander Park

+1

Founded

1988

Company Type

Private Limited Company

Employees

30-50

Categories

Financial Services
Finance

Keywords

#healthcare organizations

#endowments and foundations

#religious organizations

#corporate & insurance

#trusts

Awards

• 2026 OpenSee all

Services

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Asset Allocation Studies
Financial Services

Concord conducts comprehensive asset allocation studies to determine the optimal mix of investments for a client’s portfolio, considering market conditions and long-term objectives.

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