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.
AGW’s principals have a long history of providing plan sponsors of qualified benefit plans (e.g., 401(k) and defined benefit) with expertise in fund menu design, investment manager due diligence, record-keeper search and selection, ongoing performance measurement and evaluation, and fiduciary oversight. 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).
AGW has organized itself to be an outsourced solution for select banks and registered investment advisers that cater to affluent clients and institutions. The firm’s focus in this practice area is regional and community banks. For these institutions, AGW leverages its resources to offer clients turnkey investment solutions, sophisticated reporting technology, and additional practice management services.
AGW’s focus in this practice area is on the highly affluent market where clients receive the optimal benefit of AGW’s resources. Investment implementation is achieved through a customized, tax-sensitive approach.