Concord Asset Management

Formed in 1987, Concord is an affiliate of Madison and extends the Private Portfolio Managment capabilities to the Chicago area.  As a Chicago-based investment adviser Concord applies the "Participate and Protect®" investment philosophy to their client portfolios. 

Learn more...

Madison Investment Holdings, Inc. controls the various Madison organization registered investment adviser affiliates:  Madison Investment Advisors, LLC; Madison Asset Management, LLC; Madison Scottsdale, LC; Concord Asset Management, LLC; and NorthRoad Capital Management LLC.  It also owns Mosaic Funds Distributor, LLC, our limited purpose broker/dealer affiliate.

Concord Asset Management Disclosure Brochure

Concord Asset Management Disclosure Brochure Supplement