We are AGO & we focus on
AGO Financial Services, LLC is an independent consulting firm providing buy-side clients out-sourced execution and risk management services, bespoke software and innovative solutions and advice through four subsidiaries.
Each company offers customized products, designed by a deep bench of AGO professionals with broad experience from buy-side and sell-side firms.
AGO works as a trusted advisor to transparently resolve common and complex issues for clients navigating global financial markets.
Our CompaniesTHE AGO FAMILY OF COMPANIES
AGO Financial Services
Acting as agents, we do more than save on execution fees. Clients are empowered to lower operating costs, reduce market and operational risks, and avoid unnecessary slippages or lost performance.
We help resolve inherent client vulnerabilities which include agency problems, incomplete oversight, and lack of transparency.
Combining technology, regime expertise, and practitioners’ insights delivered in a bespoke fashion, we offer clients the ability to go beyond “best practices” to gain real advantages over peers.
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Services and products are offered to medium-sized financial institutions which help them achieve higher efficiencies through greater transparency, tighter risk controls, and ease-of-use software.
Products enhance generic and overly complicated trading, portfolio and risk management systems.
We elevate the efficacy of clients’ management decisions with more thorough, accurate analysis, increasing confidence in projected outcomes.
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Asset managers and treasurers seeking to improve efficiency and performance benefit from our deep and broad expertise focused on taking advantage of each client’s unique infrastructure.
We do not make market calls but assist clients in maximizing results from their non-core business activities, assets, and market risks.
Example, treasury operations can increase revenues earned on sitting foreign cash balances without taking currency risks using our innovative CPO program.
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It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.
- Warren BuffettAGO Financial Services, LLC (“AGO”) seeks to provide real and unique value to clients.
Established in 2017, manned by successful, seasoned, former executives armed with a repertoire of innovative solutions, AGO is expanding into multiple areas to fulfill the needs of clients not being serviced holistically in the congested industry of financial services.
What differentiates AGO?
As a small firm providing large company services, AGO always puts the client first, nurtures each relationship, and improves outcomes for each client.
Discover why sophisticated institutions consider AGO their trusted solutions partner.
For continued interest, please contact us!
AGO Financial Services LLC, Old Greenwich CT 06870
+1-203-442-1400