Concord Advisory Group, Ltd.

Booth 411
Website www.concordadvisory.com
Contact Name Mr. Brad Stephan
Title Senior Consultant, Vice President
Address 700 Alexander Park, Ste 203
Princeton, NJ 08540
Phone 609-987-9000
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

 


Company Description

The Concord Advisory Group, Ltd. has been providing investment consulting services to Catholic dioceses for more than 25 years.  Concord’s experienced team guides diocesan staff and advisory councils in integrating fiscal operations with proper investment governance, strategy, and execution.  Our unique alignment of interests enables our clients to stack the odds of success in their favor.

investment advisor, independent, OCIO, governance, investment policy, asset allocation, consultant, SRI, socially responsible investing

Diocesan Fiscal Management Conference


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