Our Mission: To represent the sole interest of our clients by redefining independence.
Our Vision: To be a transformational organization viewed as the leader in our industry.
Our Values:
Service – Put the needs of our clients, co-workers and community above our own, with no expectation or condition
Excellence – Always pursue perfection
Humility – Demonstrate modesty, respect and introspection
Integrity – Be honest and ethical in all circumstances. What you say is what you believe. Actions and words are consistent
Positive Attitude – Disposition of optimism and encouragement
AndCo Consulting delivers customized services to meet each client’s unique needs. We offer a full range of investment and fiduciary consulting services for all types of institutional plans including defined benefit, defined contribution, taxable and tax-exempt deferred compensation, OPEB, VEBA, operating reserves, endowment and foundations.
We offer a single line of business – general consulting for a hard dollar fee.When our organization puts CLIENTS first, the result is COMPLETE TRUST.
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We realize our employees’ skill and dedication is our greatest single asset. As a result, when our employees put CLIENTS first, the result is a focused, unwavering SERVICE CULTURE.
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When the organization and employee puts the client first in every aspect we believe the result is better administration, results and overall partner experience.
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At AndCo Consulting, we have a dedicated Research Group whose sole function is the selection and monitoring of investment managers. Currently, we have ten research analysts within this group. The average experience of our research group doing investment manager research is 15 years.
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