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White Papers

Form CRS

  • 2025 Form CRS

Macroeconomic Papers

  • 2009 Investment Perspective
  • Investment Strategy During the Great Global Transition

Concorde Wealth Management Fund

  • 2024 FYE TSR
  • IRA Disclosures
  • 2025 Semi-Annual TSR
  • Concorde Semi-Annual 3.31.25
  • 2025 FYE TSR
  • 2025 Annual Audit

Quarterly Letters

  • Q3 2025
  • Q2 2025
  • Q1 2025
  • Q4 2024
  • Q3 2024

If you are interested in our services and would like additional
information or have specific project questions.

Contact Us

Office

8383 Preston Center Plaza Dr.
Suite 360
Dallas, TX 75225

Contact Info

P: 972-701-5400
F: 972-701-5420
E: info@concordeco.com

Get in Touch

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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