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.

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.

What’s Happening at ACG

ACG’S January 2024 Capital Markets Review

US Large Cap equities maintained momentum into the new year and posted new all-time highs on the back of strong economic data. The S&P 500 was up +1.68% in January, again led by the Magnificent Seven. The Information Technology (+3.95%) and Communication Services (+5.02%) sectors, big winners over the prior year, enjoyed strong months. Financials and Health Care also rose more than +3.00%. 

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ACG Market Review – Q4 2023

An economic soft-landing in the U.S. moves from a low probability event to the consensus view. Softer inflation data led to increased market expectations for Federal Reserve rate cuts in 2024 and into 2025. The positive feedback loop for risk assets from the easing of finance conditions and Fed pivot was reinforced by a few other factors: The broader soft-landing narrative, Consumer resilience, Strong Q3 2023...

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ACG’s December 2023 Capital Markets Review

Markets finished the year in a strong rally that began in November on hopes that an economic soft landing is materializing and that the Federal Reserve will begin cutting rates in 2024. The S&P 500 was up +4.54% in December to finish the year just below its all-time high. The Real Estate sector enjoyed a strong December after some stress earlier in the year and rose +8.48% for the month. Information Technology led the way in 2024 with a return of +57.84%.

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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.