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

We are proud to announce that ACG has been named a Greenwich Associates Quality Leader – recognized as one of the top midsized consultants in the industry.  This award is based on a number of factors, and a culmination of extensive nationwide interviews with institutional investors.  We are appreciative of this honor, and we are grateful to all those who have helped us get to where we are.

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.


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.


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


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  



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  


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.

Concentrated Leadership

The collective weight of the top five holdings in the S&P 500 has approached levels last seen in 2000. Concentration has become more prominent as five companies have accounted for nearly one-third of the S&P 500’s total return since 2017. While reallocating to an S&P 500 Equal-Weight product may alleviate concerns over holdings concentration, ACG discusses why investors should consider the dispersion in returns, lower average market cap, and higher expense ratios and turnover relative to passive products tracking the cap-weighted index.

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U.S. - China Technology Cold War

The recently signed “Phase One” trade deal has led to some optimism surrounding U.S. - China relations. That said, both countries are striving for technological dominance while reducing dependence on one another. ACG examines the emerging divide and how economic growth might be impacted in the near-term, as well as opportunities for investors.  

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Climate Change and Investment Implications

The World Economic Forum recently ranked risks associated with climate change the second biggest risk globally in terms of potential impact. The question for investors is: How does climate change impact my portfolio? ACG describes the environmental and economic impacts, as well as implications for investors.

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