Mark George is the Founder and President of Accord Capital Management where he is responsible for the firm’s portfolio strategy and execution. For over 23 years Mark has been engaged with building investment portfolios of publicly traded securities for high-net-worth families.
Accord Capital Management acts as a bridge between traditional investment advisement and the newer investment advisement strategies that incorporate Environmental, Social, and Governance (ESG) factors. Mark creates customized strategies for individuals and families that reflect their personal values with the mutual goal of maintaining the liquidity and performance standards of the popular market averages.
He is passionate about empowering investors; working closely with them to design and mentor their investment decision process. Investors can, and do, have a relationship with their investments that transcends pure numbers, reflecting their personal values while still maintaining the liquidity, simplicity, and transparency that is important to them. One of the most exciting things to be a part of is a client’s initial reclamation of their voice, expressed through their investment choices.
Mark melds the prudent and traditional metrics of investment decision making with his investors’ personal values to help them create their “Conscious Portfolio.”