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.
management and advisement
relationships
across principals
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
game
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.
