The Archer Consulting Group, LLC

The Archer Consulting Group, LLC is a Texas limited liability company specializing in investment advisory services since January 2012. The firm offers personalized services including investment management, financial planning, and qualified retirement plan consulting. They follow strict fiduciary standards, prioritizing clients' interests and avoiding conflicts of interest. Clients receive a complimentary consultation to determine suitable services and enter into formal advisory agreements tailored to their objectives. Investment management services include discretionary management, asset allocation, and portfolio monitoring. The firm may provide estate planning advice under certain agreements. ACG does not charge performance-based fees and acts in clients' best interests. They serve individuals, high net worth individuals, corporate pension plans, foundations, endowments, and trusts, with a minimum account requirement of $1,000,000 for investment management services. ACG uses a scientific approach and various methods of analysis to formulate investment recommendations. The firm has custody of client assets for fee deduction purposes and provides periodic account reviews, typically quarterly. ACG does not engage in directed brokerage and seeks best execution for client transactions. The firm does not have any financial issues impairing its ability to serve clients.