Concordius Partners’ independent investment team develops a range of strategies for clients across a variety of assets and markets. Each strategy incorporates a consistent and practical process which targets options with consideration to overall portfolios, and through exhaustive analysis we identify the right options for you. Our fundamental research and analysis of both your situation and objectives helps us to develop a core strategy.
We develop plans across a range of investments. We offer the facilitation and implementation of direct investments, equity acquisitions, real estate investments and business expansions. We leverage our global network to gain access to emerging markets and opportunities, and use our detailed analysis to mitigate risk and identify high-potential targets for our clients.
In your strategy, we consider:
- A capital growth approach whereby we focus on options which offer significant capital appreciation through superior earnings-growth prospects.
- Passive investments in which stocks or assets are held for a long period of time with the intent to sell when it reaches its peak.
- Acquisition and strategic use of tax-free investments
- Dividend-reinvestment plans
- Tax-advantaged alternative investments
- Fixed-income products