Do more good with financial wisdom

We invest in your organization’s purpose by helping you build a strong and sustainable financial foundation.

Retirement Plan Sponsors

As a valuable asset to an organization, a best-in-class retirement program helps participants achieve their retirement goals and combines with a benefits package to drive talent recruitment and retention.

We combine our extensive knowledge with advanced tools and technology to design competitive 401(k), 403(b), 401(a), 457, defined benefit and defined contribution plans that are unbiased and prudently diversified.

Benefit Plans are powered by RPAG, one of the nation’s largest providers of practice management resources for retirement plan consultants.

As your fiduciary partner, we work closely with stakeholders to engage and educate participants, provide oversight, and conduct ongoing performance measurement and evaluation.

Endowments & Foundations

We understand the unique needs of nonprofit, community, healthcare and educational institutions.

With AGW, you never have to navigate the complexities alone.

Drawing on decades of experience, we leverage specialized expertise to support your mission through investment consulting and fiduciary oversight for boards of trustees, finance officers and investment committees.

Corporate Assets

We act as an Outsourced Chief Investment Officer to bring confidence and peace of mind to corporate teams.

With a depth of expertise, we advise executive leadership, investment committees and boards of directors on how to optimally invest corporate assets via short- and long-term capital strategies.


Strategic Relationships

We leverage top industry tools and resources, including Callan and Envestnet Tamarac, to scale our research and reporting capabilities for clients of any size or complexity.

Client Services Model

Our tried and trusted client services model is underpinned by professionalism, accuracy, and a sincere desire to help you create lasting value.

How can we help you?

Get connected with one of our institutional consultants.