Who We Serve

The partner behind your portfolio management.

Concentric works with independent RIAs, family offices, and institutions that need a more precise, tax-aware approach to portfolio management — tailored to the complexity of each relationship.

Independent RIAs

You have built a practice around your clients.

Concentric plugs into your existing workflow as a trusted execution partner — handling tax management, rebalancing, and optimization at the account level so you are not carrying that operational load yourself. Every account is managed individually, which means your clients get the same quality of execution regardless of how many accounts you bring. As your book grows, the platform scales with it.

Family Offices

The households you serve did not accumulate wealth by accepting off-the-shelf solutions.

Family offices come to Concentric with concentrated positions, low-basis legacy securities, specific values-based preferences, and tax situations that require more than a standard direct indexing wrapper. We are built for exactly that level of complexity. Every portfolio is constructed individually, constrained individually, and optimized individually — not approximated at the household level and applied downward.

Institutions

Institutional mandates demand more than most separately managed account platforms are equipped to provide.

We work with endowments, foundations, and other institutional investors who require nuanced portfolio management — individual account-level optimization, and the operational infrastructure to support complex reporting and compliance requirements. Our fixed income team manages investment-grade bond portfolios on behalf of institutions, families, and entities, with a disciplined focus on principal preservation, best execution, and full customization.

The common thread

The capabilities are the same. The framework is the same. What changes is how we apply them — around the specific needs of your clients, practice, and mandates. Concentric was built to handle the complexity that other platforms pass back to you.

Not sure where you fit?

Whether you are evaluating direct indexing providers, planning a transition, or scaling portfolio management, start with a conversation.