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!

 
 
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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.

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 18 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.

Buy In May & Go Away

A popular market adage suggests investors would be well-served by giving their portfolios a summer vacation.  As the outlook for the economy continues to be positive, with most predictions of recession at least a year away, is now the time to get in? 

ACG discusses the reasoning and tactics of both "Sell in May" and "Buy in May." 

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Opportunity Knocks?

The 2017 Tax Cuts and Jobs Act created a tax incentive for Qualified Opportunity Fund (QOF) investors in order to promote investment in specified Qualified Opportunity Zones (QOZs).  Though the basic provisions of the tax incentive are known, the rules remain unclear and regulatory risks persist. 

ACG examines the tax benefits, rules and regulations, and the social costs/benefits of investing QOZs. 

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Inflation Is Quite Misleading on Average

More subtle than shocks to growth or interest rates, inflation is often an underappreciated risk to portfolios.  Inflation becomes a problem when it is unexpected or very high, with negative implications for consumers, business, and markets.

ACG illustrates the complications of measuring inflation, the role, history, and approach of the Federal Reserve, and investor strategies going forward.

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