Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.

Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.

Whatever your goals, we build solutions that serve you best.

Our Services

Wealth Management

Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.

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Investment Advisory

Get the investment advice that’s right for you. We follow a disciplined due diligence process to ensure that we fully understand the investments that we recommend. Our thorough process allows us to create strategies that match our clients’ investment goals and objectives.

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Third Party Administration

Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.

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Retirement Plan Consulting

Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.

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Financial Planning

Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.

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Tax Strategies

Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.

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Recent Blog Posts

See our recap of February's key statistics and market commentary below. 

Noteworthy Numbers

The outperformance of the S&P 500 Value index against the S&P 500 Growth index during the month of February. Value stocks, which drastically underperformed in 2020, are doing better this year as traditional economy stocks recover and the pandemic situation improves.

 

The price of a barrel of Brent Crude Oil closed February at $65.03. The commodity has grown in price by 24.36% year to date due to the recovering economy as well as the energy crisis in Texas.

  

The yield on the 10-Year Treasury Bond reached as high as 1.6% in the last week of February as investors began to focus on the impacts of a recovering economy and the potential fiscal stimulus on interest rates and inflation.

Investor Insights - March 2021

See our recap of January's key statistics and market commentary below. 

Noteworthy Numbers

According to JP Morgan, with 49.9% of companies in the S&P 500 having reported Q4 earnings so far, 84% have beaten their estimated earnings and 70% have beaten their estimated revenues.

 

The yield on the U.S. 10-year Treasury rose significantly in January, finishing at 1.09% after finishing the prior month at 0.917%.

  

The S&P SmallCap 600 led the broad market in January, returning 6.29%. The small-cap index is now outperforming the large-cap index over the trailing 12 months, after lagging substantially for most of 2020.

Investor Insights - February 2021

See our recap of December's key statistics and market commentary below. 

Noteworthy Numbers

The S&P 500 locked in an 18.40% return in 2020, an excellent feat in any year, and even more so in year during which the global economy shut down due to a pandemic.

 

The market was led by stocks in the Information Technology sector in 2020, which as a group produced a 43.89% return as many companies thrived catering to a stay-at-home environment.

  

The worst performing sector during 2020 was Energy, which lost 33.68% for the year. Demand for oil and other fuels plummeted as a result of the global pandemic.

 

 

 

Investor Insights - January 2021

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Resources

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Our Team

At ACG, we’ve built a team of seasoned professionals that provide our clients with a depth of expertise, experience and hands-on support. We’re proud to introduce our team of highly certified advisors.

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