Investment Management

At Concannon Wealth Management, we are committed to effectively managing investment portfolios that reflect the goals and sophistication of our clients.   Each portfolio is individually designed based upon the client’s unique financial position. To accommodate the diverse needs of our clients, we offer a number of platforms from which accounts can be constructed. 

In some instances we may recommend a privately managed solution to meet the complex needs of an investor, for others, a tactical asset allocation driven by macro trends may be more appropriate, but regardless of the strategy selected, our core values will remain constant:  to provide a thoughtful, carefully constructed solution to satisfy our client’s financial goals.



Click to add the image. Privately Managed Accounts
Click to add the image. Alternative Investments
Click to add the image. Market Commentary





Privately Managed Accounts

For the clients requiring a robust customized approach to portfolio construction we offer Privately Managed Accounts.  This platform affords us the ability to build a portfolio with a greater degree of flexibility incorporating positions that the client may already own as well as more sophisticated hedging strategies and alternative investments. 

While this account structure may not be appropriate for all clients, for those portfolios that demand additional resources to address complex issues, the Privately Managed Accounts allow us to incorporate our best ideas using any number of solutions.  

 
Alternative Investments *

There are times, whether dictated by market conditions or a client’s personal financial position that the need to hedge risk arises. In those instances we have at our disposal a wide range of hedging strategies and alternative investments.

As alternative investments may not be suitable for all investors we request you contact us directly. 



Market Commentary

Our investment decisions and macro view are formed by numerous sources from both on and off Wall Street. Several times each year, our team publishes a Market Commentary that helps our clients stay abreast of our thoughts on the markets and economy. Here you will find links to previous commentaries as well as research papers and articles from outside sources that we believe our clients will find of value.



     Click to add the image. Click here to view previous commentaries and sign up to receive new publications by e-mail.  







* The strategies employed in the management of alternative investments may accelerate the velocity of potential losses and therefore should be considered as an investment for the risk capital portion of an investor's portfolio.  Investments referenced on this page are normally only available to accredited investors. Upon your request, we will be happy to determine your eligibility.