investment consulting firm

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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At this year’s National Association of Government Defined Contribution Administrators (NAGDCA) conference, AndCo Executive Director and Senior Consultant Steve Gordon was honored to act as moderator for a lineup of industry experts including Steve Ferber of PIMCO, Keith Overly of the Ohio Deferred Compensation Program and Jean Young of Vanguard. These professionals came together in […]

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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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What is AndCo’s Business Partnership?

September 6, 2017

Author Name By Mike Welker, CFA

While merit and skill are important, partners at our firm are considered based on who they are, not what they do or have done. We firmly believe it is our partners’ character that drives what they accomplish that can permit them the opportunity for equity participation. We have coined the phrase “net giver” at our […]

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Defining Value Series Part 1: Listening

August 15, 2017

Author Name By Mike Welker, CFA

So much in our lives is defined largely by perception. Did you enjoy the latest summer blockbuster or find it boring? Did you find dinner satisfying or lacking? In these examples, one needs only to check his or her expectations and decide from there. Was the movie critically acclaimed? Was the restaurant highly rated on […]

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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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The Dating Pool: A View Askew

May 15, 2017

Author Name By Troy Brown, CFA

Many people who didn’t know me earlier in life have trouble believing I was quite the hefty lad. That is the politically correct way of saying I was a “tubby kid,” but since I’m talking about myself, I don’t have to choose my words with any level of sensitivity. It all started the summer before […]

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A very common mistake when selecting funds for a defined contribution menu is overemphasizing manager performance without properly considering the risk controls, adherence to style parameters and overall selection process. If a money manager has top decile returns over a given period, does it really matter how they got there? After all, they generated superior […]

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There is a fascinating concept in Major League Baseball where, during warm-ups, the players do something called “fake hustle.” When running, they swing their arms faster than normal and over-exaggerate their leg movements but do not actually run any faster. From a distance, the coaches believe the players are hustling and giving 100%, but in […]

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