Boutique approach with
institutional resources & expertise

Strategic Resources

Callan Associates

Founded in 1973 and headquartered in San Francisco, Callan Associates is an acknowledged leader in the investment consulting industry, providing guidance to over 500 institutional investors with assets totaling over $2 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. AGW’s  relationship with Callan provides our clients with multiple services that complement our firm’s offerings, including:  1) Access to proprietary analytical software tools that provide mean variance optimization analysis, Monte Carlo simulations, and portfolio analytics; 2) Comprehensive benchmarking and peer groups; 3) Market research including forward looking capital markets expectations, market environment updates, and fee analysis; and 4) Traditional and alternative investment manager research including manager and product analysis, quarterly commentary, performance attribution, and detailed company profiles.

Envestnet/Tamarac

Envestnet Inc. (NYSE: ENV) is one of the largest providers of wealth management solutions in the industry, with more than 1,500 employees in their Chicago headquarters and offices in New York, NY; Boston, MA; Dallas, TX; Denver, CO; Raleigh, NC; Seattle, WA; St Louis, MO; Sunnyvale, CA; Tucson, AZ and Trivandrum, India. Envestnet | Tamarac, a division of Envestnet, provides best-in-class portfolio and client management software. Their software platform is the most comprehensive technology solution for registered investment advisors (RIA) in the industry, providing integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software. Through their Application Programming Interface (API), they also provide best-in-class integrations with third-party partners for account aggregation, analytics and research, custodian platforms, document management, financial planning, and more. These integrations provide RIA firms with streamlined data, enhanced capabilities and greater efficiencies.

Fi360

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, P.J. Gardner, Paul Whiting and Charlie Hardwick as Accredited Investment Fiduciaries (AIF).

RPAG

As one of the nation’s largest providers of practice management resources for retirement plan consultants, RPAG works alongside AGW Capital Advisors to help empower and equip their practice with investment and industry research, due diligence, fee and plan benchmarking, plan compliance and performance reporting.  AGW maintains full plan accountability through RPAG’s advanced systems and processes that are governed by RPAG’s robust technology platform. The RPAG platform is utilized by member firms throughout the country and collectively accounts for over $300 billion in assets and over 30,000 plans as of January 1, 2017.