Helping you write your next chapter means learning what wakes you up at night and what gets you out of bed in the morning. We invest in your fears, hopes, expectations and aspirations, and work tirelessly to guide you on the right path.
management and advisement
We embrace complexity
AGW Capital Advisors was founded in early 2009 to advise the institutional investment community on how to overcome challenges from the global ﬁnancial crisis. Since then, we have made it our purpose to help people navigate uncertainty with knowledge and intelligence.
We prioritize quality over quantity
We maintain a low client-to-consultant ratio, so we can deliver the same high level of attention to everyone.
We’re built for scale
As 1 of just 35 U.S. ﬁrms in the Callan Independent Advisory Group, we have access to the same investment research, technology and analytics that many major corporations, nonprofits, and institutions use.
We play the infinite
We keep our focus on your future by delivering capital market outlooks, quarterly economic trends, risk-return profiles and purpose-based frameworks.
Our wisdom is greater than our knowledge
Mastering our craft is a way of life. We regularly participate in roundtable discussions, consume expert content, and pursue continuing education to fuel our passion and elevate our capabilities.
We’re on your side
Our ﬁduciary standards ensure your best interests come ﬁrst. And our fee-only business model removes any ﬁnancial incentive to use certain managers or professional service organizations.