The registered investment advisory firm Concert Wealth Management has selected New York-based CAISís platform to strengthen its offering of alternative investment funds and products.
Concert offers financial planning and investment services to high net worth individuals and families. As a CAIS member firm, its team of wealth advisors will have access to CAISís online platform, which provides a menu of alternative investment funds and products, as well as analytical tools, streamlined trade execution and integrated reporting.
Operational risk and investment due diligence on CAIS-listed products is conducted independently by Mercer Investment Consulting.
Headquartered in San Jose, CA, Concert Wealth Management is part of the Concert Global group, a holding company which includes the wealth management unit.
The wealth unit has about 66 financial advisors with two additional offices in Houston, an office in Tempe, AZ, and multiple locations in California, including San Diego, Port Beach, Walnut Creek, Menlo Park and Sacramento.