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 24 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.

The Private Market Opportunity

Private market investment allocations continue to grow for institutional and high net worth investors, and continue to play an important role as potential return enhancers. In this report, ACG discusses opportunities and trade-offs that investors should consider when pursuing private market investments.

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Does A Fixed Income Allocation Still Make Sense?

Amidst tight credit spreads, historically low total yields and uncertainty regarding the path of interest rates, investors have questioned the value of fixed income allocations within their portfolios. Despite expectations of lower return and higher volatility, ACG explains why fixed income can continue to provide portfolio protection while offering opportunities for return enhancement.

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Assessing the Investment Opportunity in Cryptocurrency

The cryptocurrency market, and specifically Bitcoin, has grown significantly and investors are eager to participate in high potential returns. Crypto can serve multiple purposes - a store of value, and also a mechanism for more consumers to access the global financial system. ACG dives deeper into the crypto market and assesses a number of risks that investors should evaluate before considering an allocation.

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