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


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 18 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.


BXM & PUT Update

Asset Consulting Group wrote a detailed whitepaper on four CBOE Index option writing benchmarks in 2012. 

A majority of the strategies that are available today are based on either the CBOE S&P 500 BuyWrite Index (BXM) or the CBOE S&P 500 PutWrite Index (PUT).  This whitepaper provides an update on these two indexes. 



Sector Changes

The Global Industry Classification Standard (GICS®) has undergone recent changes to better reflect an evolving economic environment in which technology plays an increasingly complex role. 

In this monthly spotlight article, ACG looks at how changes to certain equity sectors may affect the composition of key market indices.

Market Commentary

Late Cycle Investing

After nine years of economic expansion, investors are now wondering when the next recession will occur.  To help answer this question, ACG analyzes several indicators that have helped predict previous recessions and market downturns.