Dewayne Walker - Virginia Asset Management

Concord Asset Management, a division of Concord Wealth Partners, is a trusted resource for investors and financial advisors seeking a financially independent life. With a proven and codified diligence process, they offer proprietary investment strategies and institutional quality portfolio management built to meet the unique needs of each client. Their innovative diversification approach synthesizes long-term expected returns with risk management, while also recognizing the transformative power of disruptive innovation and the importance of environmental, social, and corporate governance investing. Concord Asset Management, in-house investment management of Concord Wealth Partners, has been delivering value-added service for over thirty years. Their commitment to becoming their clients' most valuable resource is evident in their customized investment solutions, tax-enhanced transition support, and socially responsible investing approach. With a focus on providing insights into the economic landscape and potential impact on investment portfolios, they strive to guide clients towards a new experience from where they are to where they want to be.Generated from the website

Willow Oak Asset Management LLC, located in Glen Allen, VA, specializes in providing customized industry-standard infrastructure tailored to meet the operational needs of independent investment managers. Their comprehensive services allow clients to focus on investing while Willow Oak manages essential business functions such as investor relations, compliance, accounting, and marketing. Led by President Jessica Greer, who brings over two decades of experience in strategic operations, Willow Oak is dedicated to supporting firms of all sizes by offering integrated solutions designed to grow alongside their evolving demands. The company prides itself on enabling clients to maximize their time and resources, ensuring they can concentrate on delivering value to their investors. Generated from the website