ACG’s October Capital Markets Review
Markets pulled back across asset classes in October after five straight months of gains for equities and a strong year so far in fixed income.
Read MoreFor more than three decades, ACG has refined our process across a wide range of institutions and
developed customized strategies that support our clients’ goals.
ACG offers a boutique approach to investment services across all markets. We specialize in financial guidance for institutional clients, foundations, endowments, family offices, corporations, healthcare organizations, religious institutions, and municipalities. Our approach allows us to maintain flexibility while delivering a strong, customer-focused service model that gives clients the comfort they deserve.
Our mission is to build long-term partnerships with clients to help them meet their investment goals. Our process provides customized solutions designed for clients by simplifying an increasingly complex investing landscape. We believe in transparency, integrity, and maintaining an organization that is dedicated to both its clients and its employees.
Our decades of experience allow our teams to provide elevated levels of investment insights across all fiduciary responsibilities as we strive for results beyond the ordinary.
Integrity is the heart of our investment services and everything we do. We strive to maintain transparency in all decisions and our goal is to ensure that all accounts are managed in accordance with each client’s values.
As your investment consultant, our goal is to give you peace of mind knowing that all decisions are backed by a rigorous four-step process for investing, account management, and performance evaluation.
ACG provides a personalized investment process based on communication, collaboration, and the elimination of silo’d decision-making. Our senior-level staff remains engaged with our financial analysts and investment consultants to create investment strategies designed to fulfill our clients’ expectations and help them achieve their goals.
Interested in learning more? The professional advisors at ACG are happy to answer any questions you
have. Contact us to discuss solutions and discover how our advisors bring value to your institution.
*ACG’s total regulatory assets under management as of 12/31/2023. Please refer to ACG’s Form ADV Part 2A for additional information.