ASSET CONSULTING GROUP
William Melvin, CFA, is a Portfolio Analyst at Asset Consulting Group, a role held since June 2015, providing customized investment advice to clients. Previous experience includes serving as a Performance Analyst at the same firm, and internships at Guggenheim Partners, where responsibilities involved analyzing fund managers' performance, preparing client reports, and developing a comprehensive investment manager database. William also has experience in various roles in construction and service, including working at Premier Pools & Spas and McCann Concrete Products. A graduate of the University of Missouri-Columbia, William holds a Bachelor of Science in Business Administration with a Minor in Economics, Business Finance, and Banking.
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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.