What We Do

Boutique Approach Across Markets

ACG’s blend of strategic thinking, collaborative management, and regulatory expertise gives our clients comfort in our team’s ability to effectively manage their organization’s assets. We offer a boutique approach to investment service across all of the markets we serve. 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.

What We Do

OCIO & ESG/SRI Services

Expand your capabilities with dedicated solutions for OCIO and ESG/SRI development programs. Our goal is to work with you to develop personalized programs that align with your organization’s social, environmental, and governance values, in an effort to ensure your investments stay aligned with your values.

All programs and strategies can be overseen by a dedicated OCIO to knowledgeably guide and support you through the complex decisions you face every day. From portfolio rebalancing to manager selection, we strive to expand your financial abilities beyond what you thought possible.

What We Do

Private Wealth Management

Get financial insights from your personal private wealth advisor.
By integrating financial planning, risk management, wealth transfer, philanthropic giving, and tax strategies, we create comprehensive roadmaps that focus on risk/returns and help you navigate the complex world of financial management with confidence.

What We Do

An Extension of Your Organization

The experienced and collaborative team at ACG is comprised of 23 full-time financial professionals across senior-level executives, consultants, analysts, and more. This, combined with our 35+ years’ industry experience allows us to provide end-to-end investment advisory services for institutions.

This goes beyond basic investing advice; we take the time to learn your organization’s characteristics and develop long-term strategies for success, enabling us to become a trusted financial extension of your operation.

Decades of Investment Industry Experience

For more than three decades, ACG has refined our process across a wide range of institutions and
developed customized strategies that support our clients’ goals.

1985

Year Founded

$13.6*

Billion AUM

23

Employees

100%

Employee/Founder Owned

35+

Years

Boutique Approach Across Markets

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.

We Align Our Mission With Yours

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.

Investment Insights

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 and Transparency

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.

market investment insight

Four-Step Strategic Process

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.

Investment Process

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.

Connect With Us

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.