Atlanta Consulting Group: Investment Insight for Institutional Clients and Family Offices

Gain a collaborative approach to investment analysis built on long-term partnerships, strategic decision-making, and hard work. A trusted investment consultant since 1985, The Atlanta Consulting Group has guided clients with investing insight, regulatory guidance, and fiduciary responsibility. Backed by a diverse investment strategy team and a time-tested investment methodology, we seek to produce exceptional results that achieve - and often exceed - our clients goals.

How We Help

What We Do

Trusted and Proven Across Markets

ACG’s 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. We offer a 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.

What We Do

OCIO & ESG/SRI Services

Expand your capabilities with dedicated solutions for OCIO and ESG/SRI 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

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 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

12

Billion AUM

100

Clients Served

100%

Employee Owned

14

Years Client Average Tenure

Trusted and Proven Across Markets

ACG’s boutique approach to investment services 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

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 are committed to full transparency, the highest level of integrity and to maintaining an organization that is dedicated to both its clients and its employees.

Uncommon Investment Insights

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

Who We Are

Integrity and Transparency

Integrity is the heart of our investment services and 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 consultant 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 financial analysts and investment consultants to review information and create coordinated investment strategies that achieve – and exceed – our clients’ expectations.

Investment Policy Review & Development

We begin by formulating an Investment Policy Statement suited to your organization’s needs, goals, and principles, ensuring that all strategic decisions are aligned with your mission.

Asset Allocation Models

Our approach to asset allocation models involve mitigating risk by identifying strategies within asset classes and portfolio structure to provide above-benchmark returns on your investments.

Manager Research and Oversight

A thorough investment manager research process ensures that we assign the best possible candidates for asset management, including support for negotiations, decision-making, and more.

Investment Performance Measurement

Evaluate investment performance over time with regular check-ins and reports that keep you up-to-date on all aspects of our fiduciary responsibility.

What’s Happening at ACG

ACG’S July 2024 Capital Markets Review

By ACG, resources, August 16, 2024

July saw a rotation of sorts from Large Cap and Growth equities towards Small Cap and Value oriented names, as a cool inflation report for June raised hopes for lower rates in the near future. The S&P 500 was up +1.22% for the month and is now +16.69% higher on the year...

ACG Insights: August 2024 Market Volatility

By ACG, resources, August 7, 2024

Multiple factors coalesced during the first few days of the month to send markets across the globe into turmoil. The Fed signaled a willingness to begin cutting rates in September, but market participants are beginning to wonder if they are behind the curve.

How Custom, Personalized Wealth Management Solutions Are Changing the Game

By ACG, resources, August 6, 2024

Personalized wealth management is the future of investing and changing the game in a good way. Here, we will explore personal wealth management solutions and learn how it could be right for you.

View All Resources

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.