As an independent investment consulting firm, Agnew Capital Management (ACM) serves as investor advocate for its clients. Because we are independent, we sit on the same side of the table as our clients and we recommend investment solutions based on their unique needs and circumstances, without conflicts of interest.
ACM is committed to providing successful families, business owners, retirement plan sponsors, foundations, and endowments with independent, unbiased investment advice and perspective, to enable them to achieve their personal and organizational goals. ACM is built on long-term relationships based on a reputation for integrity, innovation and vision and by staying focused on what matters most: our clients.
Investor Advocate: Clients work with an independent local advisor, who is held to the highest standards in the investment services industry.
Open Architecture: Investment strategies are structured and implemented in accordance with each client’s specific requirements and are not restricted to generic solutions.
Resources: Clients have access to advice, resources, and related benefits previously available only to large institutional clients, without the associated conflicts of interest.
Clients receive consistent, superior investment consulting services that enhance their quality of life and provide peace of mind. We specialize in serving: