Our Values

We believe in a culture of growth. We grow as a TEAM:

  • Transforming through innovation
  • Excellence delivered to our clients, consistently
  • Accountable for our actions
  • Motivating our talent
man on video call with notebook

We believe in transforming through innovation

We are a forward-thinking company that embraces change. We empower our people to innovate on solutions that address clients’ evolving challenges. We adapt to change, move fast, continuously improve, and readily reinvent how we work.

smiling woman with hands clasped looking at computer

We believe in delivering excellence to our clients, consistently

We derive immense pride from the quality of our work, the excellence of our client service, and the integrity of our team. We provide confidence to our clients with thought leadership, predictable execution, and relentless attention to detail. We define ourselves by the achievements of our clients and believe that advancement of their interest underpins our own success.

woman on zoom call looking at calendar on computer

We believe in holding ourselves accountable for our actions

We hold ourselves and each other accountable for our work and learn from our mistakes. We understand that results, not just activity, matter. We behave like owners – of our actions, outcomes, and business.

smiling woman in orange blouse holding papers

We believe in motivating our talent to grow and succeed

Our ambitions demand that we invest unusual effort in recruiting and nurturing great talent from diverse backgrounds. We foster a culture that promotes individual and team contributions, enables business growth, and creates compelling careers. We set aspirational objectives and reward exceptional accomplishments.

News

New SEC Marketing Rule Master Class Podcast Released

We are pleased to announce the release of our new master class series on the SEC’s Marketing Rule! Sponsored by the NSCP and ACA Group and developed by Patrick Hayes, host of the Compliance In Context Podcast, and Carlo di Florio, ACA Group’s Global Advisory Leader.

ACA Group Selected as an AIFinTech100 Company for 2022

ACA Group has been named one of the 100 most innovative AIFinTech companies in the financial industry by FinTech Global.

2022 Investment Management Compliance Testing Survey Results Released

For the second year in a row, implementing the SEC’s Marketing Rule for Investment Advisers remains the number one worry for investment adviser compliance officers, according to the 2022 Investment Management Compliance Testing Survey.

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