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

Greenwich Quality Leader

 
Quality Leader
We are proud to announce that ACG has again been named a Greenwich 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.
 
 

Methodology and Disclosure: Between July and October 2021, Coalition Greenwich (previously known as Greenwich Associates), conducted in-person and phone interviews and online surveys with 811 professionals at 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations, with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset managers and investment consultants, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. ACG is one of four firms recognized in the mid-size investment consultant category. The ratings may not be representative of any one client’s experience with ACG; rather they are representative of those clients that chose to participate in the survey. The results are not indicative of ACG’s future performance. ACG does not pay to have its clients participate in the study.


 
 
 

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 25 years, providing both consistency and continuity in our approach and process.

Depth

Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience.

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.

Deploying Cash into a Volatile Market

Liquidity soared in 2021, in part due to record amounts of dry powder in the private equity system and an accommodative IPO market.  Investors often debate whether to reinvest cash all at once or stage in over time, and this can be further complicated during periods of heightened market volatility.  History suggests investors are better off deploying capital immediately, but in truth there is no one-size-fits-all solution for everyone.

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The Growing Opportunity in Alternative Real Estate

Alternative real estate property types are a growing area of interest due to their strong historical returns and diversification benefits. ACG explains the opportunities and risks associated with this asset class as well as the importance of identifying managers with the necessary scale and expertise to outperform.

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Russia/Ukraine Conflict

After weeks of escalating tensions, the Russian military invaded Ukrainian borders. As risk assets decline and emotions run high, investors should be cautious about making drastic portfolio changes.

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