ACG was incorporated in the state of Minnesota in 1998 to provide registered investment advisory (RIA) services to high net worth individuals and institutional retirement plans. ACG added fixed income Investment Management in 2006 and Benefits/Risk Consulting in 2009. In 2010, ACG acquired the Deloitte 401(k) investment consulting practice and with the acquisition added its national practice leader.

ACG is an Investment Advisor registered with the Federal Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940 and has been since its inception in 1998.  ACG’s investment advisory practice is exclusively fee-based (absolutely no commissions), independent and fully disclosed.

ACG Staff includes: Chartered Financial Analysts (CFA®); Actuarial Fellows (FSA); Certified Financial Planners (CFP®); MBAs and JDs.