Concentric Innovation

About Concentric Innovation

Concentric Innovation partners with independent RIAs, family offices, and institutional investors to deliver customized portfolio solutions designed to improve after-tax outcomes for investors. Our approach combines institutional-grade portfolio construction with our proprietary tax-aware technology to deliver greater precision-driven solutions, flexibility, and transparency — helping investors keep more of what they earn while maintaining disciplined exposure to the markets. For more than 20 years, we have helped advisors scale and expand their investment offerings through direct indexing and integrated portfolio management.