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Institutional investment consulting firm establishes 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 […]

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ORLANDO, Fla. (Jan. 16, 2018) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce the addition of Sara Searle as compliance officer. In her new role, Searle will work with Chief Compliance Officer Matt DeConcini to ensure that all legal and regulatory requirements are fulfilled with clients and to complete […]

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AndCo Consulting Expands Pittsburgh Presence with Three Strategic Additions to Local Team   PITTSBURGH (Dec. 4, 2017) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce that it is expanding its Pittsburgh presence with the addition of three new consultants to its local team: Tim Walters, Chris Brokaw, CFA, […]

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Investment consulting firm recruits industry veteran to its expanding retirement solutions team ORLANDO, Fla. (Oct. 24, 2017) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the addition of Amy Heyel as its newest retirement plan consultant. In her new role, Heyel will help to strengthen the firm’s fiduciary and plan […]

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Investment consulting firm expands presence in Midwest with strategic on-boarding of industry veteran. DETROIT (August 7, 2017) — AndCo Consulting, an independent, employee-owned institutional investment consulting firm, is pleased to announce the addition of Mike Holycross as a senior consultant in the company’s Southfield, MI office. In his new role, Holycross will work with AndCo’s […]

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Orlando-based institutional investment advisory firm enters Reno market, plans to continue building presence on West Coast AndCo Consulting, the Orlando, FL-based independent institutional investment advisory firm announces today its acquisition of Reno consulting firm Bidart & Ross. The acquisition will not only enhance its position on the West Coast, it will also increase the firm’s […]

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ORLANDO, Fla. — Effective July 1, 2016, AndCo Consulting, is pleased to announce the acquisition of Asset Strategies Portfolio Services Inc., an independent consulting firm located in Novi, MI. Asset Strategies works with institutional plans by providing a full range of asset consulting services. This acquisition will increase the amount of resources available to the […]

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ORLANDO, Fla. — Effective April 1, 2016, AndCo Consulting, is pleased to announce the acquisition of Thistle Asset Consulting, an independent consulting firm located in Boynton Beach, FL. Thistle Asset Consulting provided a full range of consulting services to public pension plans, hospitals and foundations. This acquisition will enhance AndCo Consulting’s existing footprint and increase […]

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ORLANDO, Fla. — Effective October 1, 2015,AndCo Consulting, is pleased to announce the acquisition of Gregory W. Group, an independent, institutional investment consulting firm located in Tulsa, OK. This acquisition will enhance AndCo Consulting’s existing footprint and increase the resources available to service their institutional clients independently, objectively and with high conviction throughout the country. […]

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ORLANDO, FL,. — Effective January 1, 2015, AndCo Consulting, is pleased to announce the acquisition of Raulin Inc., an independent, institutional investment consulting firm located in Pittsburgh, PA. This acquisition will enhance AndCo Consulting’s existing footprint and increase the resources available to service their institutional clients independently, objectively and with high conviction throughout the country. […]

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