Concord Services

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Frequently Asked Questions Disclosure Brochure Concord’s Disclosure Brochure, detailing information about our services, fees, etc. The Benefits of a Separately Managed Account (SMA) An explanation of the fastest growing segment of the asset management business. Formed in 1987, Concord is a privately-owned, Chicago-based investment adviser that has built its reputation on managing private and institutional portfolios prudently and competitively in both stable and volatile markets. Concord is an affliate of Madison Investment Advisors, Incorporated of Madison, Wisconsin, a privately-owned firm founded in 1974. Madison and its other subsidiaries, including the Mosaic family of no-load mutual funds and Madison/Scottsdale (Phoenix, Arizona), a specialist in the management of insurance company portfolios, manage approximately $10 billion in total discretionary assets. Our Services Concord is a specialist in the management of separate accounts, or private investment accounts, that are designed and managed using individual securities to achieve stated financial objectives.

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