Who we are Concentric Wealth Advisors is a registered investment advisory firm formed in 2015

− Alternative investment firm with assets under management of $95 million
− Collective investment experience of over 120 years
− Offering four core alternatives representing four major asset classes

Our Principles

− We believe in capital preservation as the core of our investment process across all of our strategies
− We believe in building transparent, personal, and trusting relationships with our partners and investors
− We seek broad diversification by style and strategy, and we strive for low overlap among our individual investment strategies

What we offer Concentric has combined over 120 years of expertise in systems trading, fixed income, and equity long/short to offer a diverse set of investment options to fit the individual needs of institutional investors and high net worth families.