ACCORD CAPITAL MANAGEMENT, LTD.

Overview

Accord Capital Management, Ltd. is a small, privately owned investment adviser that manages separately managed accounts for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and focuses its portfolio construction around publicly traded equities, using exchange-traded instruments as the primary building block. Accord acts as a discretionary manager across its client base, emphasizing liquid, tradable positions that allow for active rebalancing and tax-aware adjustments. The firm’s strategy shows a clear equity bias but includes limited allocations to income and diversifying sleeves. Alternatives are part of the toolkit: Accord allocates to hedge funds, direct real estate exposure and REITs for return diversification and yield enhancement. For credit and income needs it employs corporate debt, and it uses mutual funds where manager selection or broader exposure is preferable to individual security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices