ATL CONSULTING SRL

ACG’s blend of strategic thinking, collaborative management, and regulatory expertise gives our clients comfort in our team’s ability to effectively manage their organization’s assets. We offer a boutique approach to investment service across all of the markets we serve. We specialize in financial guidance for institutional clients, foundations/endowments, family offices, corporations, healthcare organizations, religious institutions, and municipalities. Our approach allows us to maintain flexibility while delivering a strong, customer-focused service model that gives clients the comfort they deserve.

Expand your capabilities with dedicated solutions for OCIO and ESG/SRI development programs. Our goal is to work with you to develop personalized programs that align with your organization’s social, environmental, and governance values, in an effort to ensure your investments stay aligned with your values.

All programs and strategies can be overseen by a dedicated OCIO to knowledgeably guide and support you through the complex decisions you face every day. From portfolio rebalancing to manager selection, we strive to expand your financial abilities beyond what you thought possible.

Get financial insights from your personal private wealth advisor.
By integrating financial planning, risk management, wealth transfer, philanthropic giving, and tax strategies, we create comprehensive roadmaps that focus on risk/returns and help you navigate the complex world of financial management with confidence.

The experienced and collaborative team at ACG is comprised of 23 full-time financial professionals across senior-level executives, consultants, analysts, and more. This, combined with our 35+ years’ industry experience allows us to provide end-to-end investment advisory services for institutions.

This goes beyond basic investing advice; we take the time to learn your organization’s characteristics and develop long-term strategies for success, enabling us to become a trusted financial extension of your operation.

For more than three decades, ACG has refined our process across a wide range of institutions and
developed customized strategies that support our clients’ goals.

ACG offers a boutique approach to investment services across all markets. We specialize in financial guidance for institutional clients, foundations, endowments, family offices, corporations, healthcare organizations, religious institutions, and municipalities. Our approach allows us to maintain flexibility while delivering a strong, customer-focused service model that gives clients the comfort they deserve.

Our mission is to build long-term partnerships with clients to help them meet their investment goals. Our process provides customized solutions designed for clients by simplifying an increasingly complex investing landscape. We believe in transparency, integrity, and maintaining an organization that is dedicated to both its clients and its employees.

Our decades of experience allow our teams to provide elevated levels of investment insights across all fiduciary responsibilities as we strive for results beyond the ordinary.

Integrity is the heart of our investment services and everything we do. We strive to maintain transparency in all decisions and our goal is to ensure that all accounts are managed in accordance with each client’s values.

As your investment consultant, our goal is to give you peace of mind knowing that all decisions are backed by a rigorous four-step process for investing, account management, and performance evaluation.

ACG provides a personalized investment process based on communication, collaboration, and the elimination of silo’d decision-making. Our senior-level staff remains engaged with our financial analysts and investment consultants to create investment strategies designed to fulfill our clients’ expectations and help them achieve their goals.

We begin by formulating an Investment Policy Statement suited to your organization’s needs, goals, and principles, with our goal of making all strategic decisions align with your mission.

Our approach to asset allocation models involve mitigating risk by identifying strategies within asset classes and portfolio structure in an effort to provide above-benchmark returns on your investments.

Our investment manager research process is designed to identify, evaluate, assign, and monitor what we believe are the best candidates for managing your assets.

Evaluate investment performance over time with regular check-ins and reports that keep you up-to-date on your fiduciary responsibility as an organization.

Markets pulled back across asset classes in October after five straight months of gains for equities and a strong year so far in fixed income.

The last decade has seen U.S. Large Cap stocks dominate investment returns, often overshadowing the advantages of asset class diversification. For long-term investors, it's crucial to recognize that future returns may diverge significantly from recent trends. While 2012/2013 might have seemed ideal for increasing exposure to U.S. Large Cap stocks, moving away from previously successful asset classes can be challenging. As we look ahead, the next decade's performance could be markedly different from the past ten years.