How We Help

For over 25 years, the Atlanta Consulting Group has supported our clients’ financial needs by providing elegant investment management solutions that demystify and simplify complex concepts in the financial world. Our institutional clients benefit from a high-touch approach built on communication, collaboration, and a partnership-based approach to investing. Backed by a dedicated team of investors, consultants, and financial analysts, we act as an extension of our clients’ organizations and provide measurable results far beyond the ordinary.

The ACG Difference

We apply high-level, strategic asset allocation thinking that responsibly balances investment risk management with ROI objectives, evaluation standards, and portfolio constraints. Our focused team of consultants and analysts provide effective investing insights to help you make decisions and start seeing results quickly – all while providing ongoing education that supports your organization’s long-term success.

Comprehensive Investment Services

ACG is more than an investment firm. We’re a full-service strategic partner that supports every aspect of your organization. We offer professional guidance across strategic planning for investments, annual audit support, creating investment decks for stakeholders, managing speaking engagements, and more, all to support your financial goals. No matter what your needs are, our strategists create personalized solutions to add value to your enterprise.

A Collaborative Approach to Investing

At ACG, we set ourselves apart by purposely limiting the number of clients we serve in order to offer a higher degree of personalized attention and service. While other firms think of clients in terms of numbers, we think of them as people first. Accordingly, we prioritize client education and collaboration as key drivers of success. We’ll work with each client to offer clear, transparent investment insights that move business forward, with all decisions grounded in mutual trust and respect.

“We make pragmatic recommendations based on today’s market. Quantitative analysis only goes so far – qualitative reasoning and rationale are essential.”

– Roderick Hennek, The Atlanta Consulting Group

Client Relationships

Our committed team of investment professionals aims to build long-term relationships with every client who comes through our
door. Our trusted advisors create personalized solutions based on each organization’s needs and keeps every client involved
throughout the process.

We Simplify the Complex

We know investment decisions can be confusing, which is why we make it our mission to demystify the financial world through clear, transparent, and collaborative decisions. Our team provides ongoing education and training to keep clients up-to-date with emerging trends and concepts in finance such as Socially Responsible Investing (SRI), Environmental, Social, and Governance (ESG), and Outsourced Chief Investment Officers (OCIO). Coupled with our professional expertise, we ensure that all clients leave engagements better informed and prepared for the future.

Consistency in People, Process, & Performance

Where large investment firms may hand off clients among several consultants and analysts, ACG takes a different approach. Our small, concentrated group of investment consultants provide a consistent approach to advisory services, appointing dedicated contacts for each account who learn each client’s needs, perform due diligence, and provide immediate solutions to problems. This ensures that all clients receive seamless, consistent investment advisory services that generate results.

“The boutique nature of our firm allows for an unparalleled degree of client service. As a result, we build client relationships that last for decades.”

– Michael Butkus, The Atlanta Consulting Group

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 seek to achieve – and exceed – our clients’ expectations.

What’s Happening at ACG

ACG Insights: Small Cap Comeback?

By ACG, resources, December 1, 2023

A few Large Capitalization stocks have dominated portfolio performance for years, leaving other areas of the market at attractive valuation levels. Small Caps, despite recent underperformance relative to Large Caps, have a history of prolonged periods of outperformance. Both absolute and relative valuations in Small Cap are historically attractive. The negative impact of higher interest rates and possible recession may already be baked into Small Cap prices, which tend to outperform coming out of recessions.

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ACG Market Review – Q3 2023

By ACG, resources, October 13, 2023

The unexpected strength of the economy has caused the near term probability of a recession to plateau. Markets experienced a temporary halt in their upward trajectory, despite prevailing economic optimism. Bond yields continue to rise, but the potential for rate cuts is on the horizon...

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ACG’s September 2023 Capital Markets Review

By ACG, resources, October 13, 2023

September was the worst month for equity markets of the year so far, as higher rates weighed on risk assets. The S&P 500 was down -4.77% for the month but remains up +13.07% year to date. Energy (+2.63%) was the lone sector in the S&P 500 to show positive performance in September, while Real Estate (-7.25%) and Technology (-6.87%) led detractors for the month.

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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.