Asset Consulting Group is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients.

 
Quality-Leader-2019
We are proud to announce that ACG has again been named a Greenwich Associates Quality Leader - recognized for our investment consulting capabilities. This award is based on a number of factors and a culmination of extensive nationwide interviews with institutional investors. We are grateful to have been given this honor and we appreciate the opportunity to partner with our clients as their trusted advisor.
 
 

Experienced Leadership

Our experience as investment consultants dates back to 1975, when our founding principals established one of the first institutional consulting practices in the country. Generations later, our practice has grown and now spans a diversified and nationwide client base.

At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients.

 

Our Team

Our team members consistently provide a wide range of knowledge and experience, spanning a broad range of the investment realm.

Size

We advise to over 100 billion dollars in client assets. Our structure combines the resources of a large organization with the flexibility you would expect from a smaller firm.

Stability

Our Managing Directors have worked together at ACG for an average of 23 years, providing both consistency and continuity in our approach and process.

Depth

Our senior investment professionals have over 250 years of collective industry experience in various sectors including investment management, securities trading, custody, real estate mortgage banking and the public accounting industries.

Meet Our Team  

 
 

Services

We provide comprehensive investment counsel and a full scope of investment consulting services.

  • Investment Policy
  • Custodian Bank
    Selection & Review
  • Investment Manager
    Search & Selection
  • Ongoing Manager
    Due Diligence
  • Asset Allocation
  • Portfolio Implementation
  • Investment Performance
    Reporting & Monitoring
  • Ongoing Portfolio Oversight
  • Portfolio Rebalancing
  • Risk Management
  • Fee Negotiation
  • Client Education
  • Impact Investing
  • Special Projects

View Our Services  

Research

We are a research-driven firm. We believe in encouraging total collaboration and cross-fertilization amongst our team members, and that each client should have the advantage of the entire ACG team’s thinking.

The Federal Deficit…a Widening Gap

The US government’s fiscal response to the pandemic-induced recession has led to levels of spending not seen since WWII. The economic downturn has left government tax revenue far below current levels of spending. ACG discusses the impact of rising federal debt on future economic growth and the implications for investors.
 
 

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2020: An Election Year Like No Other

Do previous election years provide any useful guidance for a year as unique as 2020? ACG examines the variables in play for this year’s election, and possible outcomes and portfolio implications.

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Inflation: Lower For Longer Or Is A Surprise On The Horizon?

While inflation continues to trend below target, the possibility for unexpected higher inflation shouldn’t be ignored. A recent shift in Fed policy increases the likelihood that inflation could run above the Fed’s 2% target over the next few years. ACG discusses the various dynamics that influence inflation expectations and what implications there could be for investment portfolios.
 

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