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    About Us

    Truth welcomes every scrutiny, and grows stronger as a result
    - Ralph Marston

    AndCo Consulting was founded on the belief and conviction that only an independent institutional consulting firm can always seek to put their clients’ best interest first.

    Our goal is for clients to view us as an extension of their own teams. We want to be the first call whenever clients need guidance or custom-tailored solutions. The name AndCo reflects our mantra that we strive to put clients first in every action and every decision, every day.

    We are “You” AndCo. By putting you first, we are complete.

    Our firm believes that trust, integrity, confidence, and respect are the cornerstones of any successful business relationship.

    • Our experienced team of 95 professionals includes 30 dedicated investment consultants who average over 20 years of experience, and includes:
    • 23 Chartered Financial Analyst (CFA®) Charterholders
    • 8 Chartered Alternative Investment Analyst (CAIA®) Charterholders
    • 11 Certified Plan Fiduciary Advisor (CPFA) Certificants
    • 5 Certified Investment Performance Measurement (CIPM®) Certificants
    • 2 Certified Financial Planner (CFP) Certficants
    • 37 advanced degrees
    • Employee counts are as of 06/30/2023 and reflect only full time employees and do not include any who are part time, temporary or independent contractors.
    AndCo Consulting SEC Form ADV