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 again been named a Greenwich 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.
 
 

Methodology and Disclosure:  Between February and November of 2022, Coalition Greenwich (previously known as Greenwich Associates), conducted in-person and phone interviews and online surveys with 727 professionals at 590 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations, with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset managers and investment consultants, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. ACG is one of four 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.

Size

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.

Stability

Our Managing Directors have worked together at ACG for an average of 22 years, providing both consistency and continuity in our approach and process.

Depth

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  

 
 

Services

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

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Research

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 Fourth Industrial Revolution - The New Wave of Artificial Intelligence

Innovation and technological advancements have fueled economic growth, shaping our modern world. Artificial intelligence (AI) is not a new concept, but recent innovations could have lasting impact. ACG discusses historical technological advances and their effects on the economy, the AI evolution, risks and concerns, and the potential winners and losers of innovation.

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Market Volatility: No News is Good News

Events over the last two years have been the source of near constant headlines and increased market volatility: COVID, Russia’s war with Ukraine, a global spike in inflation, deglobalization, mid-term elections, elevated US debt levels, an inverted Treasury yield curve, China reopening, and the instability of the US banking system. It is easy to immediately react to the news of the day. However, investors are often rewarded by avoiding reactionary decisions and adhering to strategic asset allocations.

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US Banking System & The Economy – Are Things Getting Better or Worse?

Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite indications of an impending recession, the stock market has rallied year-to-date, inflation has decreased, supply chains have improved, and the labor market has remained strong. In light of the recent market turbulence, investors are reacting to any news, positive or negative, in search of clarity about the future.

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Read our Research