News

AndCo Consulting is excited to announce that we have entered into a purchase agreement with Mariner, LLC (“Mariner”) with an anticipated close date of April 2, 2024. AndCo will be joining Mariner, a national advisory firm, as their new institutional platform under the brand of “Mariner Institutional”.  Mariner’s purchase of AndCo represents a new institutional […]

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Rapid Unplanned Disassembly

December 4, 2023

Author Name By Troy Brown

The finance industry is full of creative word play. However, the industry’s many monikers and acronyms are more commonly used to reframe concepts to sound more palatable to investors than they are to simplify a concept or subject. Apparently, finance isn’t the only industry to engage in such word play. I experienced this firsthand watching […]

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April 25, 2023 Orlando, Florida: AndCo Consulting announced that for the second consecutive year, the firm is the recipient of the Greenwich Quality Leader 2022 Award for mid-sized institutional investment consulting firms. Coalition Greenwich is a leading global provider of data, analytics, and insights to the financial services industry, and the Greenwich Exchange provides institutional […]

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CEO Mike Welker and AndCo Consulting were recently honored and recognized by Elevations Scholars with the “Donor of the Decade” award. Mike Welker and Performance Reporting Associate Rotchild Dorson, an Elevations Scholar graduate who is now employed at AndCo, were part of a panel highlighting the value of the community partnership that has been created […]

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AndCo Consulting is pleased to announce the promotion of Brooke Wilson, CIPM, to Executive Director of Performance Reporting.  Mike Welker, CEO, said “Since joining AndCo in 2017, Brooke has demonstrated a commitment to excellence in her work, development of her peers, a continuous improvement approach to process and expression of AndCo’s values in all she […]

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AndCo Consulting is pleased to announce the promotion of Evan Scussel, CFA, CAIA, to Executive Director of Research.  A dedicated team member since 2012, Evan was promoted to Head of Equities in 2014, and then to Research Director in 2019.  Evan was made a partner of the firm in 2020.  CEO Mike Welker said “Evan […]

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AndCo Consulting (AndCo) is pleased to announce the acquisition of the Morrison Fiduciary Advisors (Morrison) institutional consulting practice.  Morrison is an independent, institutional consulting firm located in Pittsburgh, PA. with a focus on servicing institutional plans in the Pennsylvania market.  The acquisition will help increase AndCo’s already sizable presence in the public and Taft-Hartley plan […]

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AndCo is pleased to share that we are the recipient of a Greenwich Quality Leader Award for mid-sized consulting firms.   Coalition Greenwich is a leading global provider of data, analytics and insights to the financial services industry, and the Greenwich Exchange provides institutional investors with robust, trended and actionable data to inform their decision-making. […]

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2022 Partnership Update

January 10, 2022

Author Name By AndCo

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 […]

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At AndCo Consulting, independence forms the foundation of our beliefs and business model. We believe sourcing outside perspectives helps us act in our clients’ best interests, cultivate effective leadership, and improve the lives of our employees and communities. As part of our ongoing commitment to incorporate diverse experiences and viewpoints, we are pleased to add […]

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