INVESTMENT CONSULTING GROUP INC

Overview

Investment Consulting Group Inc is an independent registered investment adviser, operating since 1991 under individual ownership. The firm acts as a capital allocator and advisor to both high-net-worth individuals and families as well as institutional clients. Its advisory model emphasizes selection of outside managers and delegated solutions: the ADV shows the firm provides portfolio management for individuals and for businesses or institutions, pension consulting, selection of other advisers, financial planning, and educational programs. Investment Consulting Group Inc structures portfolios primarily through public mutual funds rather than large blocks of direct individual equities. Fixed income exposure is delivered in part through corporate debt holdings. The firm also uses third‑party alternative managers — notably allocations to hedge funds — as part of its toolkit for diversified return sources and downside management. Fee arrangements are mixed: percentage of AUM, hourly charges and fixed fees are all used depending on the engagement. The firm does not report use of an ESG investment stance. The firm has been recognized externally, appearing on CNBC’s Top 100 Financial Advisory Firms list in both 2019 and 2025.

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