Ronald Zimmerman's Contact Details

Ronald Zimmerman's Company Details

Concord Asset Management

Abingdon, VA, us • 5 - 9 Employees
Financial Services

Concord Asset Management ("CAM"), is a registered investment advisor and is being launched by Concord Wealth Partners ("CWP") to provide clients with an innovative, institutional quality asset management solution. Advisory services are only offered to clients or prospective clients where CAM and its representatives are properly licensed or exempt from licensure. CAM's dedicated Chief Investment Officer, Mitch York, is solely focused on delivering a comprehensive investment offering that includes: customized portfolio construction, innovative model portfolios, thematic investing, direct investing & indexing, enhanced tax management, and savvy risk management. By cutting out the middleman and developing our own proprietary strategies, CAM will offer services typically reserved for the ultra-wealthy at a highly competitive price. To learn more about CAM please contact us at info@concordassetmgmt.com or talk to your CWP advisor directly.