Investments

MANAGED ACCOUNTS. Buy and hold can mean "buy and hang on". Buying and holding a stock or mutual fund means, "I am willing to ride the market up and down". By applying some institutional management whereby your money moves in and out of different issues and even gets parked in cash sometimes can really smooth out that ride. Concorde has been bringing real institutional management to our clients for decades. Roller coaster rides are meant for amusements parks.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.