Atlanta Consulting Group
Financial ServicesGeorgia, United States11-50 Employees
We specialize in: -Comprehensive investment services for organizations -OCIO (Outsourced Chief Investment Officer) services -Private wealth management for high-net-worth individuals and families -Customized portfolios for Socially Responsible Investing (SRI) Our institutional and OCIO clients are often known for their impact to the local community: representing healthcare organizations, religious institutions, endowments/foundations, corporations, Taft-Hartley plans and municipalities. These clients seek oversight of fiduciary strategy, due diligence, asset allocation, and regulatory guidance. Our private wealth clients seek help managing long-term wealth, while accounting for potential risks and returns. We help them integrate financial planning, risk management, wealth transfer, philanthropic giving and tax strategies. Our socially conscious clients prioritize partnerships with companies and funds that drive positive social impact. At ACG, we share this commitment by supporting community investing, collaborating directly with organizations focused on fostering growth and enhancing their communities. These are unique clients with unique goals, and they unite us in our mission: simplifying the investing process by creating customized customer experiences. With deep expertise in institutional investment management and personalized financial consulting, and by using a thoughtful and research-driven approach, we help clients navigate complex financial landscapes. The opinions expressed herein are subject to change without notice, are for information purposes only, and should not be considered investment advice. Data has been obtained from sources believed to be reliable, however, its accuracy cannot be guaranteed. Past performance is no guarantee of future results. ACG does not endorse or take responsibility for any content posted by third parties. More information about ACG can be found at: https://adviserinfo.sec.gov/firm/summary/288169.
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