The Archer Consulting Group, LLC

The Archer Consulting Group provides advisory services to individuals (including high‑net‑worth clients) as well as institutional clients such as corporate pension and profit‑sharing plans, foundations, endowments, and trusts, offering investment management, financial planning, and qualified retirement plan consulting. The firm also offers standalone planning engagements and occasional expert‑witness services related to special‑needs planning.

ACG says it uses a systematic, scientific approach and acts as a fiduciary, developing individualized investment policy statements and managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting. It integrates third‑party managers and technology vendors into its workflow and provides participant education and plan‑committee support as part of its retirement plan consulting services.

What is noteworthy about ACG relative to many peers is that it offers investment management exclusively through a wrap fee program and discloses specific wrap‑program practices (including a policy against using mutual fund share classes that impose 12b‑1 fees within the wrap). The firm manages roughly $192 million of discretionary assets while operating with a small advisory team and also advises on an additional pool of third‑party‑managed assets, which, combined with its retirement plan services and occasional expert‑witness work, distinguishes its service mix from many similarly sized advisors.