Empowered Insights. 
How We Support Your Financial Advisor.
Providing Deep Resources for you.
As a valued client, it's important to know that your financial advisor collaborates with
the Investment Consulting Group (ICG), a team dedicated to enhancing advisor resources and support. This partnership enables your advisor to access tools and insights intended to optimize financial planning and management.
Our Role in Supporting Your Advisor is to provide Deep Resources.
The ICG team is made up of a team of investment professionals among which include three CFA Charterholders, two CFP® professionals, one Chartered Alternative Investment Analyst (CAIA), one Chartered Market Technician (CMT), three CFA candidates, and one CMT candidate. Their backgrounds include portfolio management, trading, investment analytics, and more. This depth of experience and knowledge all come together to be a powerful resource to advisors using ICG services.
Introductory Conversation
We’ll conduct an initial review and explore whether our consulting service is right for you.
Philosophy Alignment
We’ll delve into the AEWM investment philosophy, encompassing our approach to investments, benchmark selection and model manager supervision.
Service Engagement
You’ll engage our services by signing an advisor agreement. Then, we’ll work with you to establish an investment philosophy guide and create model benchmarks for your firm if you don’t have them.
