Our global focus is a distinguishing characteristic. This focus comes from our history in working with clients from all parts of the world. Our belief that global markets provide ongoing return opportunities for disciplined investors is reflected in our investment strategies.
Our tagline "Global Clients…Global Portfolios" reflects our emphasis on thinking globally and investing globally.
Before working together at AGA, our investment team managed portfolios for international clients, including foundations, endowments and high-net-worth clients. Generally speaking, when it comes to diversifying across the world, our international clients were—and still are—much more global-minded than our US clients, as US investors overall tend to have a “home country” bias. We consider home country bias investing to be one of the most deadly of the investing sins. By limiting investment exposure to just one country, investors both increasing their exposure to risk and reduce their opportunity for return. As a result, we created our global portfolios to address what we saw as an obvious vacuum in the investment spectrum.
We truly believe that global markets provide ongoing return opportunities for disciplined investors, and that the best way to access these markets is through a broadly diversified portfolio of ETFs. We built the firm and our value proposition by pioneering the use of single country ETFs. When we launched our model portfolios in 2005, there simply weren’t any global equity portfolios out there investing the same way. Our AGA portfolios now have one of the longest track records in the global equity portfolios universe.










