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Concert Investment Advisory
Concert Investment Advisory is an SEC registered independent wealth management firm serving high net-worth individuals and institutions. The firm crafts...
Overview
Concert Investment Advisory is an SEC registered independent wealth management firm serving high net-worth individuals and institutions. The firm crafts customized portfolios that integrate public and private investment opportunities for long-term growth and financial success. It uses a 3-Dimensional investment methodology that incorporates alternative investments beyond traditional stocks and bonds, and operates as a fee-only fiduciary registered investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, New York, United States
Sector focus
Frequently asked questions
Who leads investment decisions at Concert Investment Advisory?
Concert Investment Advisory does not publicly disclose its leadership team or investment committee members. As a private RIA serving a small number of families, the firm maintains a low public profile regarding its management structure.
What types of investments does Concert Investment Advisory focus on?
The firm allocates across hedge funds, private credit, real estate, infrastructure, and energy transition assets. It uses both third-party manager funds and direct co-investments alongside institutional partners.
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