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

Greenwich Quality Leader

Quality Leader
We are proud to announce that ACG has been named a Greenwich Quality Leader - recognized for our investment consulting capabilities for the sixth consecutive year. 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.

Methodology and Disclosure:  Between February and November 2023, Coalition Greenwich conducted interviews with 708 individuals from 575 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. ACG is one of three firms recognized in the mid-size investment consultant category. The ratings may not be representative of any one client’s experience with ACG; rather they are representative of those clients that chose to participate in the survey. The results are not indicative of ACG’s future performance. ACG does not pay to have its clients participate in the study.


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 150 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 22 years, providing both consistency and continuity in our approach and process.


Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience.

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.

The Evolution of Private Wealth

More than $80 trillion of wealth is expected to be transferred within families over the next two decades. The formation of family offices that partner with ultra-high-net-worth (UHNW) families has surged in the last five years. ACG discusses the investing trends for UHNW families going forward as they face several challenges preserving their family’s wealth, legacy and harmony.

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2024 Presidential Election – Comparing Fiscal Agendas

With both candidates having clinched their respective primaries, the 2024 presidential election is set as a rematch between incumbent President Joe Biden and challenger Donald Trump. Given the unusual circumstances of both having already been president, each candidate now has a track record that provides insight into what a second term agenda could look like.

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Is Cash King?

The Federal Reserve raised interest rates 5.25% over the last two years – an abrupt shift from previous zero-interest rate policy. Yields above 5% have attracted investors to money market funds as total assets grew ~20% in 2023 to more than $6 trillion. While holding more cash may help ease investors’ concerns around short-term volatility, holding too much cash may actually increase the probability that a portfolio falls short of its long-term goals and objectives.

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