ANN ARBOR, Mich.–(BUSINESS WIRE)–#1031–Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, announced today that Grace Capital Management, LLC has joined its platform. Grace Capital Management is an Austin, Texas-based hybrid registered investment advisor offering investment advisory, tax mitigation and financial and estate planning services with specialized expertise 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. “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.”
Founded in 2004 by George Duff, Grace Capital Management manages approximately $110 million in assets on behalf of business owners, individuals and families. Through its affiliation with Concorde, the firm will provide securities solutions through Concorde’s broker-dealer platform and gain access to Concorde’s compliance, recruiting and due diligence resources.
“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.”
Duff co-founded Duff & Boynton in 1996, developing a diverse client base ranging from professional athletes to business owners and other affluent clients. Earlier in his career, Duff rose through the ranks at A.G. Edwards & Sons, ultimately serving as vice president of investments.
Duff earned his Master of Business Administration with a concentration in finance and his Bachelor of Business Administration in marketing from the University of Texas at Austin. He is a guest lecturer at UT Austin and Austin Community College. He is also a member of the Texas Exes Finance and Scholarship Committees.
About Concorde
Concorde is a nationally recognized, full-service broker-dealer, SEC-registered investment advisor (RIA), and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives.
Founded by entrepreneurs, the Concorde team is proud to be a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms are designed to provide customized support and forward-looking resources that allow financial professionals to unlock their full potential.
Concorde Holdings, Inc. is the parent company of Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. The firm serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. To learn more, visit concordeis.com.
Disclosures
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA).
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