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.

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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Modern Monetary Theory

The decision of central banks to move to unlimited Quantitative Easing (QE) has essentially connected fiscal policy with monetary policy. As a result, the path back to “normal” may be long and winding. In this report, ACG explains the implications of rising debt, how various asset classes might be impacted, and what investors should consider when rebalancing portfolios.
 

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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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