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AndCo Consulting's Overview

Total employees32
HeadquartersOrlando
Founded2000

AndCo Consulting is an independent institutional investment consulting firm, 100% employee-owned and advisor-led. They provide conflict-free fiduciary guidance and comprehensive investment advisory services to a diverse range of institutional clients, including public and private retirement plans, foundations, endowments, and healthcare organizations. Their focus is on delivering customized solutions and robust research to help clients achieve their long-term investment objectives.

Where is AndCo Consulting's Headquarters?

HQ Function

Serves as the primary corporate office, housing executive leadership, core research teams, client service operations, and administrative functions.

Notable Features:

Modern office space located in downtown Orlando, designed for collaboration and client engagement, equipped with advanced technology to support research and advisory services.

Work Culture:

Professional, client-centric, and collaborative, emphasizing integrity, independence, and teamwork. The culture fosters continuous learning and a commitment to delivering high-quality institutional investment advice.

HQ Significance:

Central hub for strategic decision-making, firm-wide operations, development of investment philosophies, manager due diligence, and coordination of services across all office locations.

Values Reflected in HQ: The headquarters' professional and well-equipped environment reflects AndCo's core values of independence, client focus, accountability, and a commitment to excellence.

Location:

AndCo Consulting primarily operates from its U.S. offices but possesses robust global research capabilities. The firm supports clients with global investment portfolios and international exposures by conducting due diligence on investment managers and strategies across global markets. This ensures comprehensive, world-class advice for their institutional clientele, irrespective of their geographic focus.

Street Address:

360 E. Central Blvd., Suite 400

City:

Orlando

State/Province:

FL

Country:

USA

AndCo Consulting's Global Presence

Chicago, IL, USA

Address: 200 S. Wacker Drive, Suite 3100, Chicago, IL 60606

To provide localized, accessible consulting services and build strong, lasting relationships with institutional investors throughout the Midwestern United States.

Westlake, TX, USA (Dallas/Fort Worth area)

Address: 1301 Solana Blvd., Building 1, Suite 1535, Westlake, TX 76262

To cater to the specific investment needs and regulatory environments of institutions in the Southwestern U.S., leveraging regional market insights and dedicated client service teams.

Southfield, MI, USA (Detroit area)

Address: 4000 Town Center, Suite 550, Southfield, MI 48075

Offer focused advisory and support to the diverse institutional investor base in the Great Lakes region, including public sector and corporate clients.

Reno, NV, USA

Address: 9408 Double R Blvd., Suite B, Reno, NV 89521

Provide specialized investment advisory services and on-the-ground support to institutions in the Western United States, understanding regional economic factors.

Pittsburgh, PA, USA

Address: 650 Smithfield Street, Suite 1730, Pittsburgh, PA 15222

Deliver tailored investment solutions and dedicated client service to institutions in the Mid-Atlantic, fostering strong local partnerships.

Irvine, CA, USA (Southern California)

Address: 2100 S.E. Main Street, Suite 310, Irvine, CA 92614

Offer dedicated consulting services and strategic investment guidance to the significant and diverse institutional market on the West Coast.

Buying Intent Signals for AndCo Consulting

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AndCo Consulting

As of April 2025, AndCo Consulting' leadership includes:

Mike Welker - President & CEO
Brian Green - Chief Operating Officer
Tim Walters, CFA - Chief Investment Officer
Mary Nye - Chief Compliance Officer
Steve Gordon, CFA - Managing Partner
Troy Brown, CFA, CAIA - Senior Partner

Investors of AndCo Consulting

AndCo Consulting has been backed by several prominent investors over the years, including:

AndCo Consulting is 100% employee-owned, ensuring alignment of interests with their clients and fostering a culture of long-term commitment and independence.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

As of early 2024, no major public announcements regarding C-suite level executive hires or departures at AndCo Consulting have been identified in the last 12 months. The firm appears to maintain a stable core leadership team.

Technology (Tech Stack) used by AndCo Consulting

Discover the tools AndCo Consulting uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AndCo Consulting Email Formats and Examples

AndCo Consulting likely utilizes common professional email formats. Based on standard industry practices for consulting firms, emails are typically structured using the employee's first initial followed by their last name, or potentially first name and last name separated by a dot.

[first_initial][last]@andco.com

Format

jdoe@andco.com

Example

85%

Success rate

News and media

Business WireDecember 7, 2023

AndCo Consulting Recognized by Coalition Greenwich for Exceptional Client Satisfaction

AndCo Consulting announced its recognition by Coalition Greenwich as a 2023 Greenwich Quality Leader℠ in Overall U.S. Investment Consulting. This award highlights the firm's exceptional client satisfaction and quality of service provided to institutional investors....more

Business WireJuly 11, 2023

AndCo Consulting Expands National Footprint with Addition of Seasoned Public Fund Consultant, Mike Rush

AndCo Consulting announced the addition of Mike Rush as a Senior Consultant. Rush brings extensive experience in public fund consulting, further strengthening AndCo's expertise and service capabilities for public sector clients across the nation....more

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