Blog

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 Welcomes Chief Information Officer

December 13, 2022

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AndCo Consulting is pleased to announce the hiring of our new Chief Information Officer, Bharat Kumta. Bharat brings to AndCo 30+ years’ experience leading technology teams at Deutsche Bank, Goldman Sachs, Citi, MF Global, Barclays, and JPMorgan Chase. Most recently he led the technology strategy and operations for the Wealth Management business at First Republic […]

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2022 Partnership Update

January 10, 2022

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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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AndCo strongly believes in fostering and cultivating a culture of inclusive diverse hiring practices. With the intention to add valuable talent and experience to our firm, we are dedicated to bringing together those of culturally diverse backgrounds, experiences, and viewpoints to continue to serve our clients and in seeking to create strong outcomes. In our […]

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At AndCo, philanthropy means more than donating money. It’s about helping people and supporting causes we care about. From low-income students seeking a college education, to foster care children in need of basic necessities, we support underprivileged populations in health or economic distress. As a firm rooted in service, we prioritize giving back to the […]

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INTRODUCTION Interest rates in the US have recently begun to move higher after having collapsed last year following the onset of the COVID-19 pandemic. While there are numerous contributors to the move higher in interest rates, the primary catalysts are the expected increase in US Treasury issuance in order to fund the stimulus and the […]

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AndCo is pleased to share that we have relocated our headquarters to Winter Park, Fl. While our physical address will change, our phone and fax numbers will remain the same, as will our email addresses. Please update your records with our new contact information shown below:   AndCo Consulting 531 West Morse Blvd, Suite 200 […]

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The 2nd Derivative of Crisis

April 20, 2020

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Whether you are on the frontlines of the fight every day or required to shelter in place, the new reality the Coronavirus has imposed on our day-to-day lives is jarring. We have all had to dramatically adapt the way we work, live and interact with one another over a very short time. If you are […]

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The Untold Story of Trailing Returns

March 21, 2019

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Whether you’re reviewing investments as a trustee or tasked with picking your own options as a defined contribution participant, the start of your evaluation process is likely the same: “What do the trailing returns look like?”  In other words, are the 1, 3, 5 & 10-year trailing performance numbers better, worse or largely similar relative […]

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