Who We Are

ACG is comprised of dedicated individuals who believe that investment success and personal ethics can comfortably co-exist. Our team takes the time to learn the ins and outs of every client we serve, getting a deep understanding of the values driving your organization and how to align our investment methodologies to support those goals. There’s no compromising here. Our team of on-staff investment analysts and consultants are always ready to go the extra mile to help your business succeed.

Our Principles

We provide investment services built on a solid foundation of honesty, integrity, and good old-fashioned hard work. Our team
believes in the value of transparency, keeping clients involved through regular communication, and never compromising on the
guiding principles that brought us where we are today.

Results Driven by Relationships

Where other investment firms view clients as numbers on a chart, we prefer to take a more personal approach. Eye-to-eye communication. Handshakes. Dedicated account managers who develop long-term relationships with your organization. Maybe we’re old-fashioned, but we believe that the best results come from collaborative relationships based on mutual respect, and we’ve spent years tailoring our process to reflect that.

Integrity & Transparency in all Decisions

The investment world is complicated, and it’s not always easy to tell how managers are moving your money. That’s why we’ve made it a priority to keep clients in the loop across all fiduciary decisions. We take the time to learn your company values and invest funds only in the vehicles that align with your principles. To that end, we provide regular updates and transparent reporting on all decisions that ensures your investments move your business forward responsibly.

An Unbeatable Work Ethic

It’s common for investment firms to outsource work to third-parties to make workloads more manageable – but not at ACG. Our team doesn’t shy away from hard work; we take a hands-on approach across all aspects of investment research, consulting, and analysis, with each team member shouldering multiple responsibilities. All work is done 100% in-house, ensuring that your account manager has all the information you’ll need to make informed decisions quickly and efficiently.

Our People

Our team at ACG are a focused and dedicated group of investment professionals united by a single mission: Simplify the investing process by creating unmatched customer experiences for every client. We’re passionate about this goal, driven by a hard work ethic, and 100% committed to our role as a financial advisory extension of your organization. Our expert team of consultants is ready to show you just how easy investing can be!

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.