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.
ICG supplies advisors with regular market analyses and research updates. These resources aim to keep advisors informed and equipped to offer insights based on the latest financial trends and data.
ICG provides advisors with analysis and research, and due diligence regarding individual investment options, as well as input into optimal allocation to those investments, all based around the advisors’ personalized philosophy that they use to support their clients specific needs and goals. This includes ongoing monitoring and reporting on those investments, to allow the advisor to be nimble to changes in the market that might require changes to the portfolio.
ICG collaborates with advisors to develop and refine strategies intended to align with clients' financial goals. This support can help advisors adapt to changes in personal circumstances or market environments.
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.
