Concorde is an investment management advisory firm dedicated to implementing client-specific strategies formed by extensive portfolio management experience and a proven ability to confidently judge appropriate market and advisory strategies. Our firm was created on the principle that our clients expect and deserve authentic, unbiased advice delivered in a client-centric atmosphere of trust. That’s why we choose to limit the size of our client list, so as not to sacrifice the quality of service that inspires confidence and lasting relationships.
Our firm principals, John Stetter and Gary Wood, combine more than 75 years of investment management experience to actively engage in the development and implementation of individualized investment policies for each of our clients. Although wealth management options can seem infinite and indistinguishable to many, Concorde empowers each of its clients with a clear understanding of our process and the design of their individual investment strategies.
As an independent Registered Investment Advisor, Concorde operates purely in a fiduciary capacity, providing conflict-free advice in the manner we would advise our own families; because our clients are our family and we consider our relationships to be our most valuable asset. Our ultimate goal is to partner with you, educate you, and empower you to make the best decisions for you and your family.