Investment firm Advisor Partners undergoes a rebranding, changing its name to Concentric, while overseeing assets totaling $13 billion, boasting scalable precision in its operations.
Concentric Innovation Redefines Wealth Management with Tax-Optimized, Tech-Driven Portfolio Solutions
Concentric Innovation, formerly known as Advisor Partners, is a San Francisco-based investment management firm that specializes in customized direct indexing and integrated portfolio solutions. With over $13 billion in total assets under management, the firm has spent over two decades refining its proprietary technology to deliver personalized, scalable portfolio management solutions with an emphasis on precision and efficiency in tax management.
At the heart of Concentric Innovation's offerings is VEGA, its next-generation investment platform. VEGA enables advanced portfolio customization and management at scale, supporting investors and advisors with technology that integrates direct indexing strategies. This helps to optimize tax outcomes and align portfolios closely with individual client preferences and goals. With VEGA, Concentric Innovation delivers bespoke investment solutions that leverage data, automation, and precision portfolio construction, enhancing both performance and tax efficiency for its clients.
The firm's mission is to empower its partners with scalable precision to redefine wealth management. By marrying technology with tax-smart investing, Concentric Innovation offers tax-optimized investment strategies backed by proprietary technology. This holistic, precision-driven strategy starts at the individual security level and expands outwards, symbolizing a rebranding that reflects a focus on innovation for scalable precision portfolio management.
Pathstone, Concentric Innovation's largest client, has noted that partnering with Concentric has fundamentally changed the way they implement portfolios. The firm's rebranding as Concentric Innovation represents a commitment to investment management solutions that are designed to be tax-optimized, tech-driven, and tailored to meet the unique needs of each client.
For media inquiries, please contact Russell Pagano at Interdependence, reachable at (973) 303-3237 or [email protected]. Concentric Innovation's SEC registration will remain under Advisor Partners II, LLC, but it will now operate under the trade name Concentric Innovation.
Sources: 1. Concentric Innovation press release
Note: The rebranding does not imply a guarantee of error-free activities or the elimination of all potential trading or other errors.
- Concentric Innovation, previously Advisor Partners, is a San Francisco-based firm specializing in tax-optimized, tech-driven investment management solutions, with a focus on precision and efficiency in tax management.
- At the core of their offerings is VEGA, Concentric Innovation's advanced investment platform, which enables personalized, scalable portfolio management with a strong emphasis on direct indexing strategies and AI-powered technology.
- By combining technology and tax-smart investing, Concentric Innovation delivers customized investment solutions that leverage data, automation, and precision portfolio construction for better performance and tax efficiency.
- The rebranding aims to symbolize a commitment to innovation in portfolio management, providing tailored solutions for unique client needs and seeking to redefine wealth management through scalable precision.
