- What does an Outsourced Chief Investment Officer (OCIO) do?
An OCIO provides ongoing, discretionary investment management for institutions, acting as an extension of your organization. This includes asset allocation, portfolio oversight, manager selection, and performance monitoring aligned with your long-term goals.
- Who benefits from OCIO services?
OCIO services are ideal for institutions such as endowments, foundations, religious and educational organizations, healthcare systems, retirement and Taft-Hartley plans, and municipalities that want expert investment oversight without the burden of managing daily investment decisions in-house.
- What is ESG and SRI investing?
ESG (Environmental, Social, and Governance) and SRI (Socially Responsible Investing) are strategies that work to align investments with ethical, social, or sustainability-focused values. ACG customizes these strategies to fit our clients’ missions and financial objectives.
- What is the difference between strategic and tactical asset allocation?
Strategic asset allocation defines your long-term investment mix based on risk and return goals. Tactical asset allocation allows for short-term adjustments in an effort to take advantage of market trends or risks.
- How does ACG support private wealth clients?
We offer personalized private wealth management that includes financial planning, risk management, estate planning, philanthropic giving, and tax strategies for high- and ultra high-net-worth individuals and families.
- What is a fiduciary?
For investment advisors, a fiduciary is someone who owes each client a duty of loyalty and a duty of care. Fiduciaries must make full and fair disclosure of all material conflicts of interest and put your best interests first.
- Is Atlanta Consulting Group a fiduciary?
Yes. ACG operates as a fiduciary, which means we are legally and ethically required to act in your best interest in all investment decisions and financial planning strategies.
- How does ACG help nonprofits manage their investments?
ACG provides OCIO and consulting services to nonprofits, including endowments and foundations, with a focus on customized portfolio design and mission-aligned investment strategies.
- What types of organizations does ACG work with?
ACG serves a range of institutional clients, including healthcare organizations, religious and educational institutions, Taft-Hartley plans, family offices, endowments, foundations, and municipalities.
- Does ACG offer investment consulting for unions and Taft-Hartley plans?
Yes. We provide fiduciary oversight, investment strategy, and compliance support tailored to the specific needs of unions and jointly managed Taft-Hartley benefit plans.
- What is ACG’s investment process?
Our investment process includes understanding client goals, developing an investment policy, constructing a portfolio based on capital market assumptions, and providing ongoing performance monitoring and reporting.
- What are capital market assumptions (CMAs)?
Capital Market Assumptions (CMAs) are forward-looking projections about asset class returns, volatility, and correlations. ACG’s proprietary CMAs help guide long-term investment strategy and portfolio modeling.
- How does ACG evaluate investment performance?
We use monthly scorecards, quarterly performance reports, benchmarking, and other performance measurement tools to evaluate portfolio returns, manager adherence to investment policy, and progress toward your financial objectives.
- What is involved in estate and wealth transfer planning?
ACG helps clients plan how assets are distributed during life and after death. This includes creating strategies that incorporate wills, trusts, charitable giving, and tax-efficient wealth transfer.
- How does ACG incorporate tax strategies into financial planning?
We can help minimize tax liabilities through investment planning, charitable giving, retirement contributions, and timing strategies. Each approach is tailored to your financial picture.
- Does ACG provide retirement plan consulting?
Yes. We support retirement planning for individuals and institutions–including 401(k), 403(b), and defined benefit plans–with services such as plan design, investment options, compliance, and participant education.
- How is ACG different from other investment consulting firms?
We provide 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.
- Where is ACG located, and do you serve clients nationwide?
For over 40 years, ACG has called Atlanta, Georgia home, serving institutional clients nationwide. We also offer customized, comprehensive private wealth solutions through our Lexington, Kentucky office.
- How do I get started with Atlanta Consulting Group?
You can start by reaching out to us through our contact page. We’ll schedule an introductory call to understand your needs and determine the right services for your organization or family office.
