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.


Year Founded


Billion AUM


Clients Served


Employee Owned


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

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 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.

What’s Happening at ACG

ACG’s Capital Markets Review

Equities staged an abrupt reversal in mid-August and finished down for the month. The S&P 500 started the month on a strong note, with the index rallying above the 4300 level by mid-month, but quickly retreated below the 4000 level to end August. The early month rally focused on the narrative of peak inflation and a potentially less hawkish Federal Reserve. By late August, however, fears of the recent rally being a bear market bounce got more traction and eventually won out.


ACG’s Capital Markets Review

U.S equites were down in June, with the S&P 500 posting its second-worst monthly performance of the year and moving the index deeper into bear market territory. Hotter-than-expected inflation and the Federal Reserve response in addition to recession worries remained the core narrative and resulted in a board risk-off atmosphere for the month.


ACG’s Capital Markets Review

U.S. equities ended the month of May essentially unchanged. The final tally, however, masked a great deal of intra-month volatility. The S&P 500 initially fell an additional 8% vs. the prior month end and hit an intra-day low on May 20th that stood (at least for a few minutes) just below the bear market threshold of a 20% peak-to-trough loss. At that point, the market rallied sharply over the next few sessions to close the month nearly flat.


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.