Our Firm
We Find The Right Balance For Our Clients
"Accord Capital Management has been locally owned and operated for 20 years, and our clients are the most important part of our business. We are a steward of investors’ wealth, a mentor of their investment process, and an advocate for our clients’ success."
Mark George, President Accord Capital Management
Mark W. George
mgeorge@accordcapitalmanagement.com
Client Relationship Advocate. I meet regularly with clients to review portfolio strategy, provide education, and to stay abreast of their particular needs.
Portfolio Manager; development and implementation of investment strategies for a broad range of investment objectives, both taxable and tax-deferred.
Founder/President
Accord Capital Management, Ltd
January 2006 – Present
Senior Vice-President, Investments
AG Edwards, and Sons
February 1998 – December 2005
Co-Founder
Lexington Capital Partners
June 1994 – January 1998
Matthew Wideman
mwideman@accordcapitalmanagement.com
Matt comes to Accord from Pacific Road Capital where he covered cyclical industries including industrials, materials, and energy. Prior to working in equity research Matt was a Smokejumper for the Forest Service and led crews of wild-land firefighters in fire suppression activities throughout the western United States. Matt holds a BS in Forestry from the University of Montana and an MBA with an emphasis in Econometrics from Boise State University.
Vice-President
Accord Capital Management, Ltd
October 2024 – Present
Research Associate
Pacific Road Capital Management
June 2023 – July, 2024
Strategic Project Implementation
Boise State University
August 2022 – May 2023
Smokejumper
McCall Smokejumpers
May 2015 – August 2021
Non-negotiable integrity
Accord Capital Management is an independent boutique investment firm by design. Our independence allows us to pick best-of-breed investments for your portfolio. Being free from any proprietary product obligations allows us to build your portfolio utilizing industry leading methodologies to match your financial goals and objectives.
Accord Capital Management’s independence is structured to promote and enhance our independent thought and decision making process.
A demonstrated commitment to client service, transparency, and portfolio risk management.
Guiding Principles
- Practice being thought leaders and thought listeners.
- Apply perspective, vision, and sustainability so that each plan can go beyond financial returns to results that matter most to our clients.
- Trust our experience in managing adversity.
- Apply a holistic approach to risk management.
Our Values
Intentional Relationships
We lead and serve with confidence and trust in the power of authentic relationships. We forge longlasting bonds with clients by listening first and then engaging in courageous and respectful dialogue that leads to meaningful outcomes.
Multigenerational Vision
We are stewards of our clients' assets. We’re committed to the sustainment of each, helping to fortify financial legacies for individuals, families, and foundations.
Meaningful Results
We offer best-in-class wealth management services; applying conscious investment methodologies and creating meaningful results. With our comprehensive stewardship and mindful approach, our clients may enjoy a profound sense of security and peace-of-mind understanding their investments align with what matters most to them.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your needs, wants, and long-term goals.
Our team has decades of hands on experience in financial services. Our background and expertise is helping people just like you. We look forward to working with you.