Adding value for our clients
that goes beyond the numbers

Our Clients

Private clients, family offices, foundations, endowments and defined contribution/defined benefit plans turn to AGW for a customized level of service, delivered by an experienced team of institutional investment professionals who are adept at providing tailored solutions within the firm’s major market segments.

A cross section of our clients include:

AGW works closely with executive leadership, investment committees and boards of directors to optimally invest corporate assets. This includes both short-term capital (cash management, cash flow matching) and long-term capital (asset/liability matching). Here the team works closely with the chief financial officer to understand the impact to the balance sheet various investment strategies may have. It then provides investment manager search and selection for execution and ongoing performance measurement and evaluation.

CORPORATE ASSETS

AGW’s principals have a long history of providing plan sponsors of retirement plans (e.g., 401(k), 403(b), 401(a), 457, and defined benefit) with expertise in fund menu design, investment manager due diligence, record-keeper, third-party administrator and actuary search and selection, ongoing performance measurement and evaluation, fiduciary oversight, and participant education and advice. The firm’s focus in this practice area is for-profit and non-profit corporations, with a particular emphasis on professional services firms (e.g., law firms, medical groups, and healthcare organizations).

DEFINED CONTRIBUTION AND DEFINED BENEFIT PLANS

AGW’s principals have extensive experience serving foundations and endowments, providing investment consulting services and fiduciary oversight to boards of trustees and their finance and investment committees. The firm’s focus in this practice area is non-profit schools and universities, cultural and service organizations, community foundations, religious institutions, and healthcare organizations.

ENDOWMENTS and FOUNDATIONS

AGW has organized itself to be an outsourced solution or strategic resource for select banks and registered investment advisers that cater to affluent clients. The firm’s focus in this practice area is small registered investment advisor (RIA) firms, and regional and community banks. For these institutions, AGW leverages its resources to offer clients turnkey investment solutions, sophisticated reporting technology, comprehensive planning tools, and additional practice management services.

FINANCIAL INTERMEDIARIES

AGW’s focus in this practice area is on the highly and super affluent market where clients receive the optimal benefit of AGW’s resources. Investment implementation is achieved through a customized, tax-sensitive approach. AGW also will coordinate with client’s third-party professionals (legal, tax, philanthropic, etc.), helping provide comprehensive wealth management.

PRIVATE CLIENTS AND FAMILY OFFICES