Ronald Zimmerman

Concord Asset Management

Concord Asset Management ("CAM"), is an SEC-registered investment advisor that provides clients with an innovative, institutional-quality asset management solution. Advisory services are only offered to clients or prospective clients where CAM and its representatives are properly licensed or exempt from licensure. CAM's dedicated team is focused on delivering a comprehensive investment offering that includes customized portfolio construction, innovative model portfolios, thematic investing, direct investing & indexing, enhanced tax management, and savvy risk management. By cutting out the middleman and developing our own proprietary strategies, CAM will offer services typically reserved for the ultra-wealthy at a highly competitive price. To learn more about CAM please contact us at info@concordassetmgmt.com or talk to your advisor.