SCM and ACG Enter into Partnership

Collectively the two entities advise on over $2.5 billion, with a focus on asset management and retirement plans.

DENVER—August 8, 2017— Strategies Capital Management (SCM), a provider of retirement plan, investment consulting, and asset management services, and Advisory Consulting Group, LLC (ACG), a registered investment advisor with an exclusive focus on employer-sponsored retirement plans, today announced their new partnership. The transaction closed on July 1, 2017.

Based in Alameda, Calif., ACG delivers a wide range of employer-sponsored retirement plan consulting services, including 401(K) plan design and compliance, vendor selection and management, plan governance and administration consulting, as well as 3(21) and 3(38) investment advisory services. With over 30 years serving the retirement plan needs of its clients, ACG’s principals are recognized for their breadth of experience to address a full range of anticipated and unanticipated retirement plan needs.

“ACG’s commitment to providing high quality services to plan sponsors, and its extensive experience in retirement plan consulting, further enhances our offerings for clients,” said Tom A. Gonnella, President of Strategies Capital Management.

Also commenting on the transaction, ACG Founder and Principal, Robert Stebbins, said: “Teaming up with SCM will enable us to grow geographically and expand the suite of services we provide our clients. The partnership gives us additional scale and reach to service a wider range of consulting and advisory needs.”

About Strategies Capital Management

Strategies Capital Management (SCM) provides retirement plan, investment consulting, and asset management services. SCM has a specialized expertise in the institutional aspects of plan and investment consulting and an established track record of skilled asset management. Investment advisory services offered through Strategies LLC, a registered investment adviser.

About Advisory Consulting Group

Advisory Consulting Group, LLC (“ACG”) is a fee-for-service SEC-registered investment advisor with an exclusive focus on employer-sponsored retirement plans. ACG’s combination of investment knowledge and ERISA technical skills helps its diverse clientele meet their ERISA fiduciary responsibilities. From vendor search and management, to fiduciary governance, to ongoing investment oversight, clients rely on ACG’s decades of experience to serve their needs in a cost-effective fashion.

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