Investment Consulting

AndCo simplifies investment and fiduciary decisions for our clients by providing governance, monitoring and risk oversight, education, strategic implementation, and what we have identified as high-quality investment options. We pride ourselves on providing definitive recommendations and customized solutions for our institutional clients. We view ourselves as an extension of staff and 100% accountable.

Our consultants are fiduciaries and always seek to act in the best interests of our clients. We serve as an independent advisor to our clients with a goal to remain objective. We have no financially beneficial relationships with money managers or other outside vendors.