It's official! As of today, we have joined Mariner Wealth Advisors. We are excited to become part of their family! Please make sure you are following us to receive the latest insights, investment and financial planning advice.
About us
AndCo Consulting delivers customized institutional consulting services to meet each client’s unique needs. We offer a full range of investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. AndCo was founded on the belief and conviction that only an independent institutional consulting firm can put their clients first in every situation. In a progressively challenging and dynamic world where investment advisors often act in their own best interests, AndCo stands out as truly objective and strives to be conflict free. Our goal is that our clients view us as an extension of their own team. We want to be the first call on all related matters to help guide and facilitate a prompt response or solution. The name AndCo is a reflection of our organization’s mantra that clients are first in every action and every decision, every day. We are CLIENTS AndCo. Without putting clients first, we are incomplete. Content is for informational purposes only and should not be regarded as investment advice. Links to 3rd parties do not represent an endorsement on behalf of AndCo. Links to unaffiliated 3rd party websites are provided solely for your convenience and AndCo exercises no control over these pages. Opinions expressed in these sites are those of the authors and not of AndCo. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
- Website
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https://www.andcoconsulting.com
External link for AndCo Consulting
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Winter Park, Florida
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Defined Contribution, Defined Benefit, Endowments & Foundations, Investment Consulting, Taft-Hartley, Retirement Plan Design, Public Funds, Educational Institutions, Hospitals and Healthcare, and Investment Pools
Locations
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Primary
Get directions
500 W Morse Blvd
Suite 200
Winter Park, Florida 32789, US
Employees at AndCo Consulting
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Annette Bidart
Senior Consultant at Mariner Institutional
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Dinesh Thamby Ambookkan
Senior .Net Developer | Technical Architect | Microsoft Azure | Life Insurance | Surety Insurance | Finance Advisory | 16 Years
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Gwelda Swilley
Senior Institutional Advisor at Mariner Institutional (formerly AndCo Consulting)
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Richard Holbein
Senior Consultant at The Bogdahn Group
Updates
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Wishing you a joyful Easter filled with blessings, happiness, and the warmth of springtime! Happy Easter to you and your family from AndCo Consulting.
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Join us as Paul Murray dives into industry trends in Defined Contribution Plans at the Georgia Association of Public Pension Trustees (GAPPT) Fifteenth Annual Conference! Learn about optimizing the total number of investment options offered in the core fund line up, selecting asset classes, and exploring optional investment services. Don't miss out on gaining valuable insights to enhance your investment strategy! #GAPPT #DefinedContribution #AndCoConsulting
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We're thrilled to share that Paul Murray, Consultant at AndCo Consulting, will be presenting "Best Practices in Developing a Defined Contribution Plan Investment Lineup" at the GAPPT Fifteenth Annual Conference on March 26, 2024. Don't miss out on this insightful session! #InvestmentPlanning #DefinedContribution #AndCoConsulting #GAPPTConference
The GAPPT is excited to announce that Paul Murray, Consultant, at AndCo Consulting, will serve as a presenter for the session, "Best Practices in Developing a Defined Contribution Plan Investment Lineup" on Tuesday, March 26, 2024, at our Fifteenth Annual Conference. #GAPPT #TrusteeEducation #FifteenthAnnualConference
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We're delighted to share that Justin Ellsesser, CFA, CAIA will be moderating the "Private Equity: Past, Present, and Future" panel discussion at the GAPPT Fifteenth Annual Conference on March 25, 2024.
The GAPPT is excited to announce Justin Ellsesser, CFA, CAIA, Team Lead-Private Markets at AndCo Consulting will serve as a panel moderator for the session, "Private Equity: Past, Present, and Future" on Monday, March 25, 2024, at our Fifteenth Annual Conference. #GAPPT #TrusteeEducation #FifteenthAnnualConference
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Let’s celebrate this International Women’s Day as we strive to #InspireIncluion. Together, let's forge a more inclusive world where every woman feels valued, empowered, and included. Happy International Women's Day 2024! #IWD2024
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AndCo Consulting employees had an amazing time volunteering at the Pet Alliance of Greater Orlando! We toured the facility, learned about their mission, and spent quality time washing dogs awaiting adoption. It was a rewarding experience, and we're grateful for the opportunity to make a difference in our community. #AndCoCares #PetAllianceOrlando
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Join us Thursday, March 7th, at International Foundation of Employee Benefit Plans (IFEBP)'s Investment Institute from 2 – 4PM PST for a session titled, "Designing a Better Defined Contribution Plan" led by industry expert Jacob Peacock, CPFA. This session will cover a range of topics including industry trends, relevant legislation, fiduciary responsibility, plan design best practices, and more. With over two decades of experience serving defined contribution clients, AndCo Consulting is proud to join International Foundation of Employee Benefit Plans (IFEBP) in offering this informative session. Can't make it? Contact us at info@andcoconsulting.com or call 844-442-6326. #RetirementPlanning #DefinedContribution
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Join us today at International Foundation of Employee Benefit Plans (IFEBP)'s New Trustees Institute from 12:30 to 4:30 PM for a session titled, "Investing Health and Welfare and Pension Assets" with industry experts Troy Brown and Ian Jones. Designed for new trustees and administrators, this presentation offers practical insights, real-world examples, and a dash of humor to demystify benefit plan funding, investment program building, active and passive management, and more. Gain valuable insights and practical advice to help you confidently navigate the complexities of investment management. Can't make it? Contact us at info@andcoconsulting.com or call 844-442-6326.
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We're thrilled to share that Daniel Johnson and Troy Brown have been featured in a recent blog post on NCPERS' PERSist! Check it out to discover the insights they bring to the forefront! #TeamRecognition #NCPERS #Retirementplanning #PERSist
Every trailing return reviewed for an investment strategy, portfolio or index has an “untold story” each time its performance is updated for a new time period. Learn more in the latest #PERsist article from Daniel Johnson and Troy Brown, AndCo Consulting. https://lnkd.in/emTwUDiD
The Untold Story of Trailing Returns
ncpers.org