ASSET CONSULTING GROUP
Phineas W. Troy, CFA has extensive experience in the financial industry, with their most recent role as a Vice President at Asset Consulting Group since 2020. Prior to that, they worked as a Principal at Mercer and Pavilion, a Mercer Practice, from 2018 to 2020. Phineas W. also served as a Vice President at Summit Strategies Group from 2012 to 2018, where they provided consulting services to various institutional clients. Additionally, Phineas worked as a Financial Advisor at UBS Financial Services from 2008 to 2012.
Phineas W. Troy, CFA completed their education at the University of Missouri Trulaske College of Business. Phineas W. earned a Bachelor's degree in Finance. Later, they pursued an MBA in Finance & Marketing, also at the University of Missouri Trulaske College of Business. The specific start and end years for these degrees were not provided.
ASSET CONSULTING GROUP
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients. At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients. We advise to over 100 billion dollars in client assets. Our structure combines the resources of a larger firm with the flexibility of a smaller firm. Our clients include private investors, endowments, foundations, pension funds & insurance companies. Our Managing Directors have worked together at ACG for an average of 25 years, providing both consistency and continuity in our approach and process. Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience. Investing involves risk, including the possible loss of principal.