Mid-size to large firms who are looking to leverage a deeper team of people and resources to assist in construction, reporting and risk management of their portfolio allocations to ultimately give them back hours in their weeks and reduce current and future costs, allowing them to spend more time serving more families.

The advisor establishes the fundamental principles for our philosophy and portfolio, enabling us to customize our guidance to align with these core values. From there, AEWM Investment Consulting Group works to provide professional reporting and recommendations to optimize the portfolios.

• The market is a complex network of asset classes and product types/styles that demand constant ongoing decision making. This can cause a choice between serving more families or spending time deciphering the landscape. By leveraging our services, we give the advisor back that time and subsequently access to a team of people dedicated to understanding and distilling the current market themes and, in turn, providing advice around important decisions in a strategic asset allocation. AEWM ICG also can provide analytics to help expose unintended risk exposures in the portfolios, allowing for more tailored allocations and thoughtful risk management.
• As a result, the firm gets a more informed decision process and awareness of investments that potentially might reduce cost, enhance performance and more precisely reflect the firm’s core philosophy of management, allowing for a more optimized outcome for your clients.

When it comes to growing your AUM and therefore your business, we understand it’s all about time. We help you spend more time on the business than in the business to promote advancement of the firm and ultimately the value you provide.

The Investment Consulting Group provides access to a disciplined risk management framework backed by a team of people evaluating the product landscape on an ongoing basis. When you partner with us, you remove the time needed to go into not only model due diligence but also a careful evaluation of the underlying investments and documentation of that process, which can take hours and hours. By deepening your bench of experienced professionals, you provide a higher level of assurance that the solutions you are supplying your families in real time meet the standards.