March 27-31, 2018
The Barclay, NY
The Florida Public Pension Trustees Association (FPPTA) is a non-profit, established for the purpose of providing education and information for and about the public pension system, and advocating for defined benefit pension plans.
AndCo Conference Speaker: Dave West, CFA®
March 18-20, 2018
The County Commissioners Association of Pennsylvania (CCAP) is the voice of Pennsylvania counties. CCAP provides county leaders with information and guidance related to legislation, education, media, insurance, technology and many other issues that help create and maintain crucial services for residents throughout the state.
March 2, 2018
Michigan Association of Public Employee Retirement Systems (MAPERS) was established to provide educational training and legislative updates to trustees of Public Employee Retirement Systems within the State of Michigan.
February 7-9, 2018
New Orleans, LA
The Louisiana Trustee Education Council (LATEC) encourages and facilitates the education of its membership in all matters related to their duties as the holders of trust assets by those bearing a fiduciary responsibility for such assets. They develop and conduct educational programs and networking opportunities among trustees, administrators and staffs of pension funds designed to foster and maintain the level of expertise demanded of fiduciaries under applicable law so that they may better serve their members and their respective funds.
AndCo Conference Speaker: Jon Breth, CFP®
The Pennsylvania American Federation of Labor and Congress of Industrial Organizations (Pennsylvania AFL-CIO) is a democratic organization governed and comprised of local, national, and international unions. The organization focuses on the fulfillment of the hopes and aspirations of working people through democratic processes within the framework of the constitutional government in a manner consistent with their institutions and traditions.
Institutional investment consulting firm establishes new Texas office.
DALLAS, TX (Feb. 19, 2018) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce that it is expanding its Texas presence with a new Dallas office. The new location is a direct result of the firm’s commitment to Texas.
“At AndCo, we want to make a lasting impact on the clients we serve. That means being ready to serve our clients at any time, in any place.” said Mike Welker, President and CEO of AndCo. “To support this service structure and our overall belief in the Texas institutional retirement space, we are opening an office outside of Dallas.”
Two highly experienced consultants, Tony Kay and Al DiCristofaro, will lead AndCo’s Dallas office. Kay is an industry veteran with over 10 years of experience and DiCristofaro has over 25 years of experience in the retirement plan industry. “Along with the local presence, we understand client issues are becoming more complex and we need to be able to provide seasoned consultants in the field. Messrs. Kay and DiCristofaro provide this for our firm in this important market,” said Welker.
AndCo gained its first Texas-based client in 2010. Since then, the firm has grown its Texas client base to 27 accounts and is committed to expanding services in the Lone Star State. Nationally, AndCo advises 640 institutional clients with approximately $81 billion in assets.
AndCo’s Dallas office is located at 5057 Keller Springs Road, Suite 300 (office #35), Addison, TX 75001, and officially began operations on February 1st, 2018.
About AndCo Consulting
AndCo Consulting, a full-service independent institutional investment consulting firm headquartered in Orlando, Fla., was founded on the belief that the institutional client should have the most objective and unbiased information with which to prudently manage and evaluate their investment portfolio/program. The firm is comprised of a dedicated group of industry specialists with diverse business backgrounds working together toward the common goal of simplifying the investment and fiduciary decisions of fund sponsors. With offices around the country and over $81 billion in assets under advisement, as of 9/30/17, AndCo serves as an independent fiduciary to each of its clients by accepting no soft-dollar compensation, having no broker dealer affiliations, selling no investment products, and having no pay-to-play arrangements.
For more information about AndCo, please visit: www.andcoconsulting.com.