We Invest in your story

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.

$3+ billion

Combined assets under
management and advisement

Approximate number of client
70+ years

Of collective experience
across principals

Source of revenue

Our model

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 well connected

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 knowledge is backed by our wisdom

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 of the table

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.