Concentric is an investment consultancy built on analytical foundations, with investment performance as a key focus. Our analysts are CFA led and bring deep technical expertise, data-driven insights, and broad industry experience, while our consultants include Chartered Wealth Managers and Chartered Financial Planners who deliver clear, objective guidance within Concentric’s carefully curated investment output. As an independent firm, we are not tied to any investment provider, product, or model portfolio, ensuring our recommendations are aligned solely with our clients’ objectives.