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.


ACG Insights

ACG Insights: Protecting Your Portfolio from Rising Inflation
ACG Insights: Best Practices for Investment Committees
ACG Insights: Client Concerns in an Uncertain Market
ACG Insights: Implemented Consulting
ACG Insights: Benchmarks
ACG Insights: October Volatility
Behavioral Finance Webinar


Quarterly Commentary

First Quarter 2019


Monthly Capital Markets Review

April 2019


ERISA Newsletters & Updates

April 2019
Legislative & Regulatory Update


ADV

Form ADV Part 1

Atlanta Consulting Group

Edward Michelson

Kurt Hennek

Matthew Bauder

Michael Malloy

Roderick Hennek


Online Access

Raymond James Investor Access
ACG Portal
Schwab Advisor Center