When it comes to partnering with an independent, third-party investment adviser, proven experience, trust and a commitment to the highest standards are essential. There are a number of reasons why some of the country’s largest defined contribution plan sponsors have made AAG their investment advisory partner of choice.

Investment Guidance, Advice and Managed Accounts Are All We Do
Since its inception, AAG has been focused on establishing, refining and continually improving the process of investment planning and monitoring for plan sponsors and plan participants. By uniquely blending best practices investment approaches with personalized plan data and leading industry knowledge and expertise, AAG creates competently designed managed retirement solutions that can optimize plan outcomes for both plan sponsors and plan participants.

We Take a More Comprehensive Approach
AAG is one of the few service providers to offer advisory solutions designed to improve plan performance from the perspective of both plan participants and plan sponsors. This more comprehensive approach to retirement plan management results in defined contribution plans that offer the highest level of value with the highest level of objectivity.

We Navigate the Risk So You Don’t Have To
As a registered investment adviser, AAG acknowledges fiduciary status for those ERISA plans that select AAG’s Online Investment Advice and/or Managed Account services and is subject to ERISA standards.

We Have a Highly Credentialed Team of Professionals
AAG’s team of highly, Series 65 licensed investment advisors have extensive, in-depth experience consulting on investments to defined contribution plan fiduciaries. Their skills and expertise reflect a wide range of designations, including Chartered Financial Analyst (CFA), Certified Employee Benefit Specialists (CEBS) and Masters in Business Administration.

We Use Industry-Leading Tools and Software
Behind the delivery of both AAG’s Participant Advisory Services and Plan Level Advisory Services lies the power and sophistication of some of the industry’s leading analytic software applications, including modeling from Ibbotson Associates, Morningstar®, and Zephyr StyleADVISOR®.