Who We Are

ACG is comprised of dedicated fiduciary advisors who believe that investment success and personal ethics can comfortably co-exist. Our investment managers, investment analysts and consultants take the time to learn the ins and outs of every client we serve, understanding the values driving your organization and how to align our investment methodology 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 drive successful investing.

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 investment analysts and consultants who develop long-term relationships with your organization. Maybe we’re old-fashioned, but we believe that fiduciary trust comes 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 investment managers are moving your money. That’s why we’ve made it a priority to keep clients in the loop across all financial 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 fiduciary duties to ensure 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. Not ACG. Our team doesn’t shy away from hard work; we take a hands-on approach across all investment services, consulting, and analysis, with each team member shouldering multiple responsibilities. All work is done 100% in-house, ensuring that your investment analysts and consultants have 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 our fiduciary duty, driven by a hard work ethic, and remain 100% committed to our role as a financial advisory extension of your organization. Our expert team of consultants, investment analysts, and performance analysts are 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.