Atlanta Consulting Group Advisors, LLC

Atlanta Consulting Group Advisors, LLC (ACG) is a boutique investment advisory firm founded in 1985 and headquartered in Atlanta, Georgia, with an additional office in Lexington, Kentucky. ACG offers non-discretionary and discretionary/OCIO portfolio management services to a diverse client base, including retirement plans, trusts, charitable organizations, corporations, and high net worth individuals. The firm tailors its services based on client investment objectives and goals, providing strategic asset allocation and investment manager selection. ACG's investment strategies include a mix of passive and active management across various asset classes, such as equities, fixed income, alternatives, and more. ACG charges clients an Advisory Fee based on assets under management, with fee schedules varying for institutional and private wealth clients. The firm emphasizes best execution and brokerage selection, often recommending Raymond James or Schwab for custody and trading services. ACG participates in these platforms to access a wide range of investment products and services. The firm also discloses its involvement in insurance sales, broker-dealer activities, and referral arrangements, ensuring transparency regarding potential conflicts of interest. Clients with discretionary accounts grant ACG authority to manage securities, while non-discretionary accounts require client consent for each transaction. ACG does not typically vote client securities but assists with proxy voting and class action lawsuits when needed. The firm maintains financial stability and has no history of bankruptcy. For more information, clients can contact ACG directly at +1 (888) 317-2810 or [email protected].