Concordia Financial Group, Inc.
We believe that knowledge is power, which drives us to educate our clients about critical financial and economic matters. Since we do not agree with the "one-size-fits-all" approach, we take the time to evaluate each client's specific situation in order to customize an effective portfolio. We strive for true asset class diversification by means of an "Endowment-Inspired" model, which seeks to increase returns, while decreasing volatility.
This philosophy of the "Endowment-Inspired" model has been utilized by large institutions and wealthy investors for many years. Over the past several years, this "arena" has opened up to the general consumer by the means of independent firms, such as ours. With extensive due diligence through an effort between ourselves and our broker-dealer, Madison Avenue Securities, LLC., we are able to find what we believe are the "best in class" programs that are available to our clients.
Once someone decides to become a client, we are always available to answer any and all questions. We keep our clients updated about their investments, perform extensive annual/biannual reviews, and communicate whenever any actions regarding their investments may need to take place. Overall, we work very hard to reach out to our clients before they have a need to contact us.