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 our four-step investment process, we seek to produce exceptional results that achieve - and even exceed - our clients' goals.

How We Help

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.

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 our goal is to ensure that all accounts are managed in accordance with each client’s values.

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.

Investment Policy Review & Development

We begin by formulating an Investment Policy Statement suited to your organization’s needs, goals, and principles, with our goal of making all strategic decisions align with your mission.

Asset Allocation Models

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

Manager Research and Oversight

Our investment manager research process is designed to identify, evaluate, assign, and monitor what we believe are the best candidates for managing your assets.

Investment Performance Measurement

Evaluate investment performance over time with regular check-ins and reports that keep you up-to-date on your fiduciary responsibility as an organization.

What’s Happening at ACG

Privacy Notice

By ACG, resources, December 11, 2024

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. Atlanta Consulting Group Advisors, LLC (“ACG”) is committed to maintaining the confidentiality, integrity, and security of the personal and financial information that our clients have entrusted to us. To that end, we are providing you with a copy of our current Privacy Notice to remind you of our concern for, and our efforts related to, the protection of your personal non-public information.

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ACG’s November Capital Markets Review

By ACG, resources, December 10, 2024

Markets in the US rallied after a decisive presidential election opened the door for deregulation and corporate tax cuts that are viewed as constructive for corporate earnings.

ACG Insights: Tariffs and Trade

By ACG, resources, December 10, 2024

We will stay as far away as possible from politics, other than to say that tariffs are back in the headlines after campaign season and the recent US presidential election.

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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.

*ACG’s total regulatory assets under management as of 12/31/2023. Please refer to ACG’s Form ADV Part 2A for additional information.