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.
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: