Asset Consulting Group is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients.

Asset Consulting Group

ASSET CONSULTING GROUP | 1,480 followers on LinkedIn. Providing sophisticated, objective investment expertise to a select group of clients | Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients.

At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients.

We advise to over 150 billion dollars in client assets.

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Craig Montgomery

Director - Private Markets at Asset Consulting Group

Joe Nugent

Vice President at Asset Consulting Group

Sarah Scheidker, MBA

Managing Director at Asset Consulting Group

Jason Pulos

ASSET CONSULTING GROUP

With the 2024 Presidential Election behind us, this month’s Market Snapshot outlines market volatility during and post-election cycles going back to 1992. Despite the volatility, our research indicates the U.S. economy is healthy, except for inflation, which is proving to be stubborn. Other key risk factors we are watching include rising headwinds for consumers, potential Fed policy error and weaker than expected China recovery.

Congratulations to Reynolds Ellston, CFA who successfully completed all three levels of the #CFAProgram and has now earned the CFA Charterholder title! We are proud of Reynolds for her dedication and determination to achieve this significant designation.

ACG recently facilitated a webinar on the 2024 Presidential and Congressional Elections and potential policy and investment portfolio implications. Thank you to Libby Cantrill, CFA , Head of Public Policy at PIMCO, for joining us to share her observations on the economy, inflation, and the political headwinds driving voter sentiment during this election cycle with ACG Director Phineas W. Troy, CFA .

We recently hosted a discussion on the upcoming elections and their potential investment implications. Thank you to Dr. Andrew Reeves of Washington University, who joined our Director of Research Roger Willis, CFA to share valuable insights on the history of elections, the most recent polling data, and correlations to market performance and key future policy initiatives.

Congratulations to our ACG team who placed second in the 2024 Clayton Corporate Challenge - always a great opportunity for some friendly competition and team bonding! Thank you to the Clayton Chamber of Commerce for hosting.

Exit queues grew to record highs across core real estate in the second quarter. Looking ahead, multiple indicators signal an upcoming start to market clearing activity. ACG covers the impact of these recent shifts, the early signs of a real estate thaw, and how exit queues can quickly morph into entry queues.

We brought our family members and laced up our sneakers to take part in this year’s I Love Forest Park 5k & Kids Fun Run – the only 5k in Forest Park that directly supports the Park. We are grateful for the tireless efforts of Forest Park Forever , the nonprofit conservancy that partners with the city of St. Louis to restore, maintain and sustain this urban oasis. Forest Park is an amazing treasure to our community and the more than 15 million visitors it attracts each year!

Inflation continued its cooling trend in July as core CPI’s growth slowed from the prior month. ACG’s Market Snapshot summarizes current economic conditions, asset class returns and valuations, and potential risk factors.

The FOMC maintained its benchmark rate at 5.25% - 5.50%, as expected, and the Fed’s updated dot plot now forecasts just one cut in 2024. ACG’s Market Snapshot summarizes current economic conditions, asset class returns and valuations, and potential risk factors.

Say hello to our Summer 2024 interns! Our internship program gives undergraduate students the opportunity to learn the various aspects of ACG’s business and to gain valuable exposure to the institutional investment landscape. Pictured from left to right: Andrew Xenakis (Quincy University), William Arbanas (University of Iowa), and Liam Ellner (University of Arkansas).

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Asset Consulting Group