THE ASSET CONSULTING GROUP, INC

Overview

The Asset Consulting Group, Inc. is a small, individual-owned advisory firm that operates primarily as a non-discretionary advisor and capital allocator for both individual/family and institutional clients. The firm combines portfolio management for individuals and small businesses with advisory services for businesses and institutions, and it also offers selection-of-other-advisers and pension consulting services. In addition to advisory work, the firm functions as an insurance broker and charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity is heavily tilted toward public pooled vehicles rather than direct, discretionary trading: the firm reports the bulk of its assets inside mutual funds and other public funds, and it uses third-party managers for alternative exposure. Because nearly all assets are managed on a non-discretionary basis, The Asset Consulting Group, Inc. typically provides recommendations and implements allocations through client-directed accounts or third-party managers rather than exercising ongoing trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices