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 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.


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.

US vs Non-US: Why Diversify?

Over the past ten years US equities have outperformed their non-US peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow US leadership, and currency headwinds for non-US equities. ACG examines these contributing factors and the importance of maintaining a long-term, diversified approach.

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Rebalancing During a Time of Crisis

The Global Financial Crisis (GFC) of 2008 and the recent experience with COVID-19 both coincided with extreme market movements, resulting in questions about the optimal approach to rebalancing. Understanding the consequences of rebalancing (or not) can help drive the appropriate strategy for a particular pool of assets. ACG discusses the goals, considerations, and best practices of rebalancing during a time of crisis.

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Energy: Recovery or Impaired?

As consumers have stayed home amidst the Covid19 pandemic, the resulting decline in oil demand has created new challenges for a market that was arguably already oversupplied with oil. ACG examines the longer term implications, outcomes and opportunities for investors.

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