What We Do

A Higher Degree of Investment Insight

The organizational structure of ACG was created to eliminate the silo mentality. Here, decisions are made across silos to help facilitate coordinated decision-making and the efficient flow of information.

This blend of strategic thinking, collaborative management, and regulatory expertise gives our clients complete assurance in our team’s ability to effectively manage their organization’s assets.

What We Do

OCIO & SRI/ESG Services

Expand your capabilities with dedicated solutions for OCIO and SRI/ESG development programs. Our teams will work with you to develop personalized programs that align with your organization’s social, environmental, and governance values, ensuring that all investments stay aligned with your ethics.

All programs and strategies can be overseen by a dedicated OCIO who acts as a single source of truth for all decisions. From portfolio rebalancing to manager selection, we’ll expand your financial abilities beyond what you thought possible.

What We Do

An Extension of Your Organization

The experienced and collaborative team at ACG comprises more than 19 full-time financial professionals across senior-level executives, consultants, analysts, and more. This, combined with our 25 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, earning a place as 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 cutting-edge strategies that support our clients’ goals.

1985

Year Founded

14.7

Billion AUM

100

Clients Served

100%

Employee Owned

14

Years Client Average Tenure

Trusted and Proven Across Markets

ACG’s boutique approach to investment service is proven and validated across each market 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 best of both worlds.

We Align Our Mission With Yours

At ACG, your mission is our mission. We take the time to learn your organization’s needs and create customized strategies
that strive to deliver above-market returns, mitigate risk….

Uncommon Investment Insight

Our decades of experience allow our teams to provide an elevated level of investment insight across all fiduciary responsibilities and generate results far beyond the ordinary.

Integrity and Transparency

Integrity is the heart of everything we do. We strive to maintain transparency in all decisions and ensure that all accounts are managed in accordance with each client’s values.

Time-Tested Strategic Process

Get complete confidence in your investment partners 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 remain fully engaged with analysts and consultants to review information and create coordinated investment strategies that achieve – and exceed – our clients’ expectations.

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.