News

A Trillion Milestones

August 16, 2018

Author Name By Troy Brown, CFA

We don’t typically opine on individual securities outside of their impact on a specific market segment or the market in general, but recently Apple (AAPL) hit a valuation milestone no other U.S. company had ever achieved. On August 1st, Apple became the first U.S. company to eclipse a market capitalization (stock price multiplied by the […]

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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, […]

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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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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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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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New executive position reflects institutional investment consulting firm’s commitment to complete independence, transparency and objectivity ORLANDO, Fla. (Jan. 30, 2017) – AndCo Consulting, an independent institutional investment consulting firm with approximately $72 billion in assets under advisement and offices around the country, announces today the appointment of a new chief compliance officer – industry veteran […]

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Al DiCristofaro Joins AndCo Consulting

January 18, 2016

AndCoBy AndCo

Industry veteran joins company’s retirement solutions team ORLANDO, Fla. (Jan. 18, 2016) – AndCo Consulting, an investment consulting firm headquartered in Orlando, FL with over $55 billion in assets under advisement, announces today that it has added Al DiCristofaro to its growing retirement solutions team. DiCristofaro is an industry veteran and owner of Austin, TX […]

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Ortec Finance’s Martijn Vos has never faced down Rocaton CEO Robin Pellish in front of a search committee, so why should they on the Knowledge Brokers? Asset owners’ needs have bifurcated into sector specialists and portfolio-wide advisors, and so has this list. You’ll find a slimmed-down, ultra-competitive ranking of the 20 best institutional consultants in […]

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