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. 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

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

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.

Who We Are

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.

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 Modeling

Our approach involves 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.

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 responsibilities.

What’s Happening at ACG

ACG’s February Capital Markets Review

By ACG, resources, March 10, 2023

Markets pulled back in February after a strong start to the year as investors digested mixed signals between the economy, inflation, and Federal Reserve | The S&P 500 fell -2.44%, but is still up +3.69% year-to-date | S&P 500 sectors were broadly negative for the month, although the Information Technology sector eked out a +0.45% gain.

ACG Insights: Ground Control to Major Powell

By ACG, resources, March 1, 2023

After a difficult year in financial markets, there was plenty of pessimism to usher in the new year. Indicative of this negative outlook, the probability of an impending recession hit a new high according to the Fed’s Survey of Professional Forecasters. But what does a recession mean for the economy and financial markets?

ACG’s January Capital Markets Review

By ACG, resources, February 10, 2023

January marked a strong beginning to the new year with markets rallying broadly as inflation slowed and investors saw a path to avoiding a deep recession.

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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.