We focus exclusively on providing sophisticated, creative investment expertise to a select clientele, and we partner with our clients to design customized investment programs. Advising to over $200 billion in client assets, we offer the deep resources of a large enterprise while maintaining the flexibility of a boutique organization.
We utilize our proprietary tools and rigorous research to build institutional-grade portfolios.
We customize our approach to fit each client's unique profile.
We hold ourselves accountable for achieving results that align with your objectives.
Our rigorous research ensures that investment strategies are thoroughly evaluated.
We hold ourselves accountable for achieving results that align with client objectives.
We build strategic partnerships with our clients as their trusted advisor.
Our stringent research ensures a thorough evaluation of investment strategies.
We prioritize teamwork and open communication.
We build strategic partnerships with our clients as their trusted advisor.
We prioritize teamwork and open communication.
As a testament to our ongoing pursuit of excellence and commitment to providing superior investment expertise, we place a priority on the attainment of the CFA Charter. Twenty-three investment professionals at our firm hold the Chartered Financial Analyst® designation.
ACG has been named a Coalition Greenwich Best Investment Consultant, recognized for our superior investment consulting capabilities. This award is based on a number of factors and a culmination of extensive nationwide interviews with institutional investors.
Methodology and Disclosure: Between February and September 2024, Coalition Greenwich conducted interviews with 699 individuals from 563 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.