Investor education for our clients

As part of our continuing commitment to investor education, we have assembled these informative financial resources for our clients to read and review. Content is updated on a regular basis to keep it current and relevant. We invite you to make continuous use of this webpage and check back regularly for updates.

Education Resources

Legislative & Regulatory Update
ACG Insights: Implemented Consulting
ACG Insights: Benchmarks
ACG Insights: October Volatility
2017 ACG Symposium Recap
What It Means To Be an Investment Fiduciary
Behavioral Finance Webinar

Quarterly Commentary

Fourth Quarter 2018

Third Quarter 2018 Retirement Plan Legislative Update

Monthly Capital Markets Review

February 2019

ERISA Newsletters

March 2019


Wrap Program Brochure

Atlanta Consulting Group

Edward Michelson

Kurt Hennek

Matthew Bauder

Michael Malloy

Roderick Hennek

Online Access

Raymond James Investor Access
ACG Portal
Schwab Advisor Center