Introducing Concurrent's Innovative Alternative Assets Platform
Concurrent Investment Advisors, LLC, a pioneering multi-custodial hybrid RIA, has recently unveiled its new alternative investments platform. This advanced platform equips Concurrent’s advisors with an extensive array of multi-asset alternatives portfolios, specifically designed to align with the unique financial aspirations of high-net-worth investors.
Comprehensive Management of Alternative Investments
The newly launched Alternative Investment Platform is meticulously designed and curated by Concurrent Asset Management, LLC. By implementing thorough compliance oversight and diligent management of alternative funds, the platform aims to enhance the overall service for Concurrent’s advisors and their clientele. Furthermore, this platform is backed by tailored partnerships with industry leaders such as iCapital, CAIS, among other notable providers in the alternative assets arena.
Centralized Resources for Enhanced Client Engagement
The latest initiative, developed in collaboration with Proteus, streamlines the essential resources and due diligence that clients require to make informed investments in complex alternative assets. This collaborative platform enhances Concurrent’s ability to deploy capital into niche asset classes typically accessed only by institutional investors. Through this initiative, Concurrent clients can easily engage in private equity, private credit, real estate, infrastructure, and hedge funds while benefiting from industry-leading investment managers.
Empowering Advisors with Diverse Strategies
“Not all alternatives are created equal,” remarked Eddy Augsten, Managing Director of Investments at Concurrent. “We strive to ensure that our advisors and clients have exclusive access to premiere solutions.” The experience and qualifications of the selected investment managers will significantly enhance financial outcomes, providing advisors with the tools necessary to add value to their client portfolios.
Accessing Private Markets Made Easy
The platform facilitates model portfolios that advisors can utilize to explore a variety of alternative investment strategies. By employing these diverse, multi-asset models, clients gain effortless access to private markets. They can engage with various complex strategies without the burden of managing multiple investment relationships and intricate transactions.
Promoting Growth and Client Success
“The strategies currently available on our platform empower our advisors to compete with industry giants while fostering organic growth within client segments,” stated Nate Lenz, CEO of Concurrent. This capability supports advisors in establishing lasting relationships with their clients, enhancing their businesses for the foreseeable future.
About Concurrent Investment Advisors
Concurrent stands out as a multi-custodial, hybrid registered investment adviser dedicated to equipping independent advisors with comprehensive resources needed to flourish in a dynamic financial landscape. Established in 2017 by former advisors and industry leaders, the firm's headquarters are in Tampa, Florida. Its primary mission revolves around building a national network of independent providers offering unbiased, fiduciary advice, fostering both advisor independence and client trust.
Partnerships for Sustained Growth
Through strategic collaborations with firms like Merchant, Concurrent provides advisors the vital growth capital, operational support, and opportunities for shared equity ownership. This holistic approach underpins Concurrent’s core values of independence and collaboration, allowing advisors to retain their autonomy while benefiting from shared best practices and leading-edge technology to fuel their entrepreneurial journey.
Frequently Asked Questions
What is the purpose of Concurrent's new platform?
The platform aims to equip advisors with comprehensive multi-asset alternative portfolios that cater to high-net-worth investors' financial goals.
Who manages the Alternative Investment Platform?
The platform is designed and curated by Concurrent Asset Management, LLC, ensuring compliance oversight and effective management.
How does the platform enhance investment access?
The platform centralizes resources and simplifies client access to complex asset classes historically available to institutional investors.
What types of investments are available through Concurrent?
Clients can explore a variety of investments, including private equity, private credit, real estate, infrastructure, and hedge funds.
How does Concurrent support its advisors?
Concurrent provides advisors with growth capital, operational support, and collaboration opportunities, helping them thrive in their practices.
