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Asset Consulting Group, LLC, is a full service investment consulting firm specializing in assisting pension, insurance, and high net worth clients with a variety of investment consulting needs including:
- Investment Policy Review/Creation
- Asset Allocation Modeling
- Fund Cost Efficiency Analysis
- Manager Search/Selection
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- Asset/Liability Modeling
- Investment Portfolio Structuring
- Performance Measurement
- Manager Review/Analysis
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- Founded in 1989
- SEC Registered Investment Advisor
- Objective Third Party Consulting
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- 43 Employees
- 14 CFA Charterholders
- 1 CFA Candidate
- 2 CPAs
- 15 Masters Degrees
- 2 JDs
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- Over 80 Clients
- We advise to client assets in excess of $50 billion
- Corporate, Public, Private, Charitable, Insurance Reserves, Endowments, High Net Worth Individuals, and Family Limited Partnerships
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