Our Strategic Alliances
Strength In Numbers
Concurrent is a hands-on, consultative partner that empowers our firm with the independence, control, and flexibility we need to better care for clients like you. Being part of the Concurrent network allows our firm to provide the best services possible to meet your needs.
Concurrent is registered with the SEC as a fiduciary and must always act in the investors’ best interest. The Concurrent platform provides your advisor with compliance, supervision, operational support, investment due diligence, technology, and access to leading custodians, a broker-dealer, and banking and trust services. Through Concurrent, our team also has access to a team of specialists to help us support you.
Custody
Privately held for over 75 years, Fidelity® is one of the world’s largest and most respected financial services firms, with over $11 trillion in assets under administration as of March 2022.
Fidelity has arranged for insurance protection beyond the Securities Investor Protection Corporation (SIPC) coverage. Additionally, Fidelity adheres to a system of internal controls led by experienced industry professionals, including risk oversight, corporate audit, security, and compliance.
Broker-Dealer
As a leading independent broker-dealer, PKS facilitates our ability to conduct commissionable transactions where appropriate. Brokerage accounts opened through PKS are housed at Fidelity and benefit from the same safety and security features as Fidelity Institutional Accounts.
Technology
The Concurrent platform offers your advisor best-in-class technology across trading, market data, client reporting, account aggregation, financial planning, and vault/document management.
