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September 28, 2026September 28, 2026

Alternative Investment Webinar

Alternative Investment Webinar

Save the Date – Thursday, October 8th at 2pm PST.

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Concurrent Investment Advisors, 2026 InvestmentNews RIA Firm of the Year.

Disclosures: Concurrent Investment Advisors received the InvestmentNews 2026 RIA Firm of the Year award for the period 01/01/2025 – 12/31/2025. No compensation was paid to InvestmentNews Awards or its affiliates in connection with consideration for or receipt of the award. Compensation was paid for award-related products and services, including licensing rights and promotional materials.

The award was based on a review of eligible firms and determined using the methodology and selection criteria available at investmentnewsawards.com/process. The methodology does not evaluate the quality of services provided. Third-party ratings and recognitions are not indicative of future investment results and do not guarantee that a client or prospective client will experience a higher level of performance or results.

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage Services Are offered through Purshe Kaplan Sterling Investments (PKS), a Member of FINRA/SIPC, Headquartered at 80 State Street, Albany, NY. 12207. PKS and Concurrent Investment Advisors, LLC d/b/a The Wealth Stewards are not affiliated companies.

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