Key Business Partners

Access to State-of-the-Art consulting resources is a critical component of our independent investment management consulting services. To ensure we maintain the highest level of consulting resources, we have established relationships with three leading firms in the consulting industry:

Callan Associates, Investment Metrics and PensionMark.

Callan Associates Investment Adviser Group (IAG)

Asset Strategy Consultants has earned membership in the prestigious Independent Advisor Group (IAG) of Callan Associates Inc., which is limited to a small number of Advisors around the country. Callan, one of the oldest, largest and most respected investment management consulting firms in the United States provides investment consulting services for more than 300 institutional clients with over $2 trillion in assets.

Callan created the IAG division to make available sophisticated, objective, and comprehensive investment consulting resources to advisory firms, such as Asset Strategy Consultants.

Investment Metrics

Investment Metrics is an advanced, SaaS-based performance reporting system for the institutional investment community. Investment Metrics provides the institutional investment consulting community with an integrated solution for monitoring, analysis and reporting on investment assets. Using Investment Metrics’s proven, web-based software products, consultants can drive greater operational efficiencies in several areas that include data aggregation, performance calculation, and real-time analysis into client, manager and market movement as well as the timely, automated production of performance reports.

Investment Metrics is a division of MSCI Inc., a leading provider of investment decision support tools worldwide.


PensionMark was founded in 1988 as a consulting firm dedicated to the retirement plan industry. They have assembled a team of committed and experienced professionals with one guiding purpose in mind: to help plan sponsors and individual investors meet and exceed their retirement plan needs and obligations. Their mission is to provide the best retirement plan consulting services in the nation with the utmost professionalism and uncompromising integrity.

PensionMark provides unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of each client’s unique circumstances and objectives.