Concorde, an independent broker-dealer and registered investment adviser serving financial professionals nationwide, has announced that Grace Capital Management has joined its platform. Grace Capital Management is an Austin-based hybrid registered investment adviser offering investment advisory, tax mitigation, and financial and estate planning services with specialized expertise in tax-advantaged alternative investments, including 1031 exchanges.
Founded in 2004 by George Duff, Grace Capital Management manages approximately $110 million in assets on behalf of business owners, individuals and families. Through its affiliation with Concorde, the firm will provide securities solutions through Concorde’s broker-dealer platform and gain access to Concorde’s compliance, recruiting and due diligence resources.
Duff co-founded Duff & Boynton in 1996, developing a diverse client base ranging from professional athletes to business owners and other affluent clients. Earl