At AndCo, we believe growing a successful partnership structure is crucial to achieving long-term success in our industry. A strong partnership allows our firm to remain 100% employee managed and to help preserve our unwavering commitment to put – “Clients first”. We also believe that our partners should strengthen our firm’s culture by their personal example of living our Mission, Vision and Values.
AndCo’s partners have consistently placed the company’s interests ahead of their own and worked diligently every day to support the success of our clients, co-workers and community. We reward employees who embody these qualities with partnership and are pleased to announce that AndCo has welcomed two additional colleagues to the partnership group: Brian Green and Kerry Richardville.
This communication is intended for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular course of action. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
AndCo, a full service independent institutional investment consulting firm headquartered in Orlando, Fla., was founded on the belief that the institutional client should have the most objective and unbiased information with which to prudently evaluate their investment portfolio/program. The firm is comprised of a dedicated group of industry specialists with diverse business backgrounds working together toward the common goal of simplifying the investment and fiduciary decisions of plan sponsors. With offices around the country and approximately $123 billion in assets under advisement as of June 30, 2021, AndCo serves as an independent fiduciary to each of its clients by accepting no soft-dollar compensation, having no broker dealer affiliations, selling no investment products, and having no pay-to-play arrangements.