Accord Capital is a Registered Investment Advisory firm. We offer a comprehensive range of investment and advisory services tailored to meet the priorities of each individual client. With more than 14 years of investment experience, we excel at creating individual investment platforms. We do not endorse "traditional" asset allocation models commonly found through mass-marketed channels, such as many of the national brokerage chains. Our clients' lifestyles, goals and personal priorities are thoughtfully discussed and carefully considered before any investment allocation is recommended. We believe in talking with our clients at a user-friendly and human level.
Liquidity, transparency, and tax efficiency are all prudently considered before any investment decision is finalized. Accord is dedicated to preserving and growing our clients' capital. Our capital is invested alongside our client's capital.
Accord welcomes your inquiries and offers referrals.