Consulting Services

Education

Client education is at the core of our business philosophy and practice. We feel strongly that an informed, educated Board and Staff is in the best possible position to make competent, effective decisions on behalf of beneficiaries. In keeping with this, we regularly hold both formal and informal, individual and group educational sessions with clients. These sessions are part of our standard service package and included in the retainer fee. Our goal is to ensure that our clients reach a level of comfort in understanding the issues facing them.

As our clients turn over personnel, our education program has proved invaluable towards getting new Staff "up to speed" on recent history of the fund as well as providing a current status on asset allocation, specific managers, and overall fund performance.

We produce a Monthly Market Update for our clients to keep them abreast of general market conditions and changes that may impact their fund over a period of time. The current month as well as previous months are available online by selecting from the tabs on the left "Research Area" to view or download. This update is also delivered through email and fax on or about the eighth business day of each month.

Additionally, we author multiple research reports each year in direct response to client needs. These reports cover topics such as international investing, hedge funds, asset allocation issues, and much more. ACG's research reports are available to all of our clients at any time.