• What's Happening:

    Apple recently became a $1 trillion company. Is that just one of “A Trillion Milestones”?

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  • Putting clients first

    AndCo Consulting was founded on the belief and conviction that only an independent institutional consulting firm can put their clients first in every situation.

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  • What's Happening:

    AndCo Consulting acquires Summit Strategies public fund general consulting practice

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  • What's Happening:

    Update on Interest Rates

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  • What's Happening:

    Zen and the Art of Motorcycle Sales

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  • What's Happening:

    Interest Rates, Potential Economic Scenarios and Investment Thoughts

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  • What's Happening:

    Market Turbulence – Controlling What You Can

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About AndCo

AndCo Consulting is an independent, SEC registered institutional investment consulting firm. We serve as a fiduciary to each of our clients, without exception or caveat, while assisting and guiding them in making important investment and plan design decisions.

Our Mission: To represent the sole interest of our clients by redefining independence.

Our Vision: To be a transformational organization viewed as the leader in our industry.

Our Values:
Service – Put the needs of our clients, co-workers and community above our own
Excellence – Always pursue perfection
Humility – Demonstrate modesty, respect and introspection
Integrity – Be honest and ethical in all circumstances
Positive Attitude – Disposition of optimism and encouragement

Our Services

AndCo Consulting delivers customized services to meet each client’s unique needs. We offer a full range of investment and fiduciary consulting services for all types of institutional plans including defined benefit, defined contribution, taxable and tax-exempt deferred compensation, OPEB, VEBA, operating reserves, endowment and foundations.

Our Organization

We offer a single line of business – general consulting for a hard dollar fee.When our organization puts CLIENTS first, the result is COMPLETE TRUST.

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Our Employees

We realize our employees’ skill and dedication is our greatest single asset. As a result, when our employees put CLIENTS first, the result is a focused, unwavering SERVICE CULTURE.

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AndCo Consulting Results

When the organization and employee puts the client first in every aspect we believe the result is better administration, results and overall partner experience.

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Investment Research

At AndCo Consulting, we have a dedicated Research Group whose sole function is the selection and monitoring of investment managers. Currently, we have ten research analysts within this group. The average experience of our research group doing investment manager research is 15 years.

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