Boutique approach. Institutional resources and expertise.

Founded in 1973, Callan is an acknowledged leader in the investment consulting industry, providing guidance to over 500 institutional investors with assets totaling over $3 trillion. In 1992, Callan created the Independent Advisor Group (IAG), which supports a select number of middle market investment consulting firms.

In 2009, AGW became a Callan IAG member firm. This relationship allows AGW to leverage all of Callan's resources in support of its client's investment needs, including its renowned research, specialty consulting resources, education (publications, surveys, programs and conferences), purchasing clout, and collaborative support.

Fortigent has been on the forefront of the performance measurement industry since its inception with their smart use of innovative technology. Fortigent provides true data aggregation and consolidated performance reporting, regardless of custodian, including illiquid and hard-to-value investments (e.g., hedge funds, private equity, private real estate, etc.) for advisory firms and financial institutions, including AGW.

Fortigent's system has been built to accommodate rapid and accurate report delivery. In addition to quarterly and monthly reporting, AGW's clients can access their account balances and performance information 24/7 through a secure, online web portal.

Fi360 is a leading, global resource for investment fiduciaries that offers a full-circle approach to investment fiduciary education, practice management, and support. By leveraging Fi360's knowledge, tools, training and resources, AGW provides its clients with prudent processes and sound practices to help manage their fiduciary responsibilities. Additionally, Fi360, through the Center for Fiduciary Studies, trained and certified Jay Annis and P.J. Gardner as Accredited Investment Fiduciaries (AIF) in 2005.

ADVISORY BOARD

AGW's advisory board is comprised of a seasoned team of experts with a diversity of experience, including investment management, operations and finance, and business academia. The advisory board provides AGW with insight and opinion on the firm's business plan, strategic direction and investment solutions and tactics. Through their constructive advice and support, these business leaders better ensure the execution of our business strategy and enhance the quality of our services.

Advisory board members include:

Most recently, Mr. Anderson held the role of Chief Investment Officer of RCM (a subsidiary of Allianz Global Investors with approximately $130 billion under management) where he was responsible for the direction and management of the San Francisco investment staff. He remains active on RCM's board of advisors and also serves on the board of Theleme Partners, a London-based hedge fund. Prior to that he was the Chief Investment Officer of American Express IDS where he served on the company's senior management committee, as well as the board of American Express' mutual funds. Mr. Anderson received his BA from Yale and his MBA from the Wharton Graduate School.
Mr. Robb has extensive experience serving on nonprofit boards, including the Kravis Center, Palm Healthcare Foundation, Society of the Four Arts, Investment Company Institute, Pennsylvania Academy of Fine Arts, and the World Affairs Council of Philadelphia, among others. Mr. Robb was President and CEO of JPMorgan Florida and SEI Investments, Inc.'s family of mutual funds, as well as General Counsel and later Deputy Head of the Trust and Investment Division of Provident National Corporation and Bank. Mr. Robb has academic degrees from Princeton University, University of Virginia School of Law, and the Harvard Business School's Advanced Management Program.
R. James Robbins, Jr. – Mr. Robbins is one of the founding attorneys of Hill Ward Henderson, and serves as the firm's Managing Shareholder. Mr. Robbins has experience in a wide range of sophisticated commercial business and real estate matters, including land acquisition and development, mergers and acquisitions, leasing and financing transactions. He also regularly acts as outside general counsel to a variety of clients. Mr. Robbins is active in leadership positions with several of Tampa's civic, charitable and social organizations. He has served on the Boards of Directors of The Florida Aquarium, The Tampa Bay History Center, Jesuit High School, The Academy of the Holy Names, and Positive Coaching Alliance, Tampa Bay. Jim is also a long-time youth baseball coach.
After completing his Ph.D. at Northwestern University, Dr. Sturdivant held professorships at the University of Southern California, University of Texas at Austin, the Harvard Business School, and an endowed chair at Ohio State University. He has been lecturing at the Warrington College of Business at the University of Florida since 2002. He continues to serve as a director of Standard Motor Products, Inc. and previously served on the board of Progressive Insurance. He also was a management consultant with MAC and Gemini Consulting, and later became President of Index Research and Advisory Services (a subsidiary of Computer Sciences Corporation), Executive Managing Director of Navigant Consulting, and Chairman of Reinventures LLC.
Mr. Whiting is the former president and CEO of Spalding and Evenflo Companies, which owned Spalding Sports and Evenflo baby products. He is currently the president of Seabreeze Holdings, a privately held investment and consulting firm. Mr. Whiting is the chairman of the board of Sykes Enterprises and also is a member of the board's audit committee. In addition, he serves on the boards of TECO Energy and the Bank of Tampa and its holding company, as well as on the boards of various civic organizations, including, among others, the Academy Prep Center of Tampa, Inc., a full-scholarship, private, college-preparatory middle school for low-income children, where he is the president of the board.