Concorde’s broker-dealer platform continues to grow as Grace Capital Management joins its nationwide network. The expansion strengthens the broker-dealer platform while enhancing support for financial professionals. Additionally, the broker-dealer platform gives advisors access to advanced compliance, technology, and investment resources.
Concorde, an independent broker-dealer and registered investment advisor, announced the addition of Grace Capital Management, LLC to its platform. Grace Capital Management operates from Austin, Texas, as a hybrid registered investment advisor. The firm delivers investment advisory, tax mitigation, financial planning, and estate planning services. Moreover, it specializes in tax-advantaged alternative investments, including 1031 exchanges.
“Grace Capital Management has spent more than two decades helping business owners and families navigate complex investment, tax and estate planning decisions,” said Danielle Delongchamp, president and chief executive officer of Concorde.
“Grace Capital Management has spent more than two decades helping business owners and families navigate complex investment, tax and estate planning decisions,” said Danielle Delongchamp, president and chief executive officer of Concorde. “Their client-first philosophy and commitment to delivering thoughtful, personalized guidance align closely with Concorde’s mission. We look forward to welcoming the team and supporting the firm’s continued growth.”
Danielle Delongchamp pointed to a long history of the firm working with business owners and families. She further highlighted the mutual dedication of Grace Capital Management and Concorde to delivering personalized financial advice. “I am confident this partnership will help the firm continue to grow,” she added.
Grace Capital Management was founded in 2004 by George Duff and currently manages approximately $110 million of assets. The firm delivers bespoke wealth management solutions for entrepreneurs, individuals and families. The firm will offer securities solutions through Concorde’s broker-dealer platform under its new relationship with Concorde. It will also benefit from Concorde’s compliance, recruitment and due diligence capabilities.
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George Duff welcomed the partnership, adding Concorde’s approach was advisor-centric. The firm’s reputation for technology, compliance support and due diligence played a role in the decision, he said. Therefore, Grace Capital Management is looking to grow its Delaware statutory trust business while maintaining its personalized level of service to clients.
“Concorde’s reputation for providing exceptional advisor support, advanced technology and a robust due diligence platform made it the ideal fit for our firm,” said Duff. “We are excited to partner with Concorde and leverage the firm’s resources to expand our Delaware statutory trust business while continuing to provide the personalized service our clients expect.”
In 1996, Duff co-founded the firm of Duff & Boynton, and built a diverse client base. His clients included professional athletes, business owners and the wealthy. Earlier, he rose through leadership ranks at A.G. Edwards & Sons. Eventually he was vice-president of investments.
Duff holds a Master of Business Administration with a concentration in finance from the University of Texas at Austin. He also received a Bachelor of Business Administration in marketing from the same university. He is also a guest lecturer at the University of Texas at Austin and Austin Community College. His ongoing interest in education and professional development is also demonstrated by his service on the Texas Exes Finance and Scholarship Committees.
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News Source: Businesswire.com
