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Investment Consulting Group

Values-based portfolio illustrations for your practice

In our experience, the number one roadblock to getting started with values-based investing is the impression that it is difficult to build high-quality values-based portfolios.

How to get your values-based portfolio illustrations

1

Meet with your Regional Director

Provide your guidance on values, asset allocation, and your clients' risk/return preferences.

2

Submit the Questionnaire

Our team processes your unique request to deliver an illustration tailored to your clients' preferences.

3

Meet with ICG

Meet with the Investment Consulting Group to review and learn about your custom illustration.

Drive Client Experience

“Our team seeks to provide guidance around the complexity and subjectivity of values-based implementation to empower advisors, leading to more successful client experiences.”

CHRIS GROGAN, CFA

Director of Asset Allocation Services, Portfolio Manager

Investment Consulting Group

Our team uses a novel process to portfolio construction, considering both values and investment factors.

Chris Grogan, CFA

Portfolio Manager, Director of Asset Allocation Services

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Fred Ge, CFA

Senior Portfolio Consultant

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Robert Carney

Senior Manager, Institutional Services

We believe value creation for stakeholders is a source of long-term outperformance for shareholders.

Download the Questionnaire

Fill out this questionnaire to provide your guidance on values, asset allocation, and your clients' risk/return preferences.