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


This year, we celebrate our 30th anniversary in business - an exciting and meaningful milestone. We are proud of all that we have accomplished and grateful for the countless relationships we have forged along the way, and we enter the next decade with much anticipation and excitement!

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 22 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.

Investing and Politics

Americans frequently view economic conditions through a political lens, for better or worse. However, markets are driven by fundamentals over long periods of time - not politicians. ACG examines the different factors influencing markets and why modifying investment portfolios based on political views can be hazardous to returns.

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A Bubble in Index Funds?

Substantial inflows into passive funds over the last decade have led to speculation that a bubble is forming.  The lack of security-level analysis when investing in passive funds suggests stock prices are being distorted by record inflows.  ACG reviews the historical data, including recent market dislocations, and identifies whether a tipping point has been reached.

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Collapsing Yields and Concerning Curves

Given the existence of low or even negative yields, investors are increasingly challenged with sourcing incremental income. The recent inversion of the US Treasury curve has also heightened concern about a near-term economic recession. ACG explains the implications of the yield curve and potential portfolio impacts going forward.

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