Asset Consulting Group provides general investment consulting and research services to institutional and high-net-worth clients, including trusts, endowments, foundations, insurance company reserves, employee benefit plans, family offices, and individual investors. Asset Consulting Group assists clients with creating investment policies, designing strategic asset allocation across global equities and fixed income, conducting due diligence on investment managers, measuring portfolio performance, and performing specialized financial modeling and stress-testing. Asset Consulting Group generally operates as an investment consultant rather than a conventional money manager, meaning most clients retain direct control over their assets and investment decisions, though the firm does manage a select number of discretionary accounts and direct trading relationships. Fees are charged as negotiable annual retainers or project-based fees calculated based on time, complexity, and scope of services.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.