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

2017 ACG Symposium Recap
What It Means To Be an Investment Fiduciary
Behavioral Finance Webinar


Quarterly Commentary

Second Quarter 2018

Second Quarter 2018 Retirement Plan Legislative Update


Monthly Capital Markets Review

August 2018


ERISA Newsletters

September 2018


ADV

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