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

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.


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 24 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.

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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Reassessing Opportunities in China A-Shares

Chinese equities outperformed most global equity indices in 2020, particularly emerging markets. China’s domestic (A-share) equity market remains relatively untapped by foreign investors. As China continues to grow and become more accessible to foreign investors, ACG examines the expanding investment opportunity set.

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Future Return Expectations

Current low interest rates, tight credit spreads and high equity valuations point to lower future returns. It is truly an unprecedented market environment, making forecasting as challenging as ever. ACG reviews long-term historic performance trends, outlines expectations for future returns and provides guidance for allocating capital going forward.

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