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Asset Consulting Group, Inc. 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
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Performance Measurement
- Manager
Review/Analysis
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- Founded in 1989
- SEC Registered Investment Advisor
- Objective Third Party Consulting
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- 47 Employees
- 14 CFA Charterholders
- 3 CFA Candidates
- 2 CPAs
- 17 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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