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ACH Investment Group ... TRUST is our primary mission

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ACH Investment Group ... TRUST is our primary mission

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OUR COMPANY

Founded in 1991, ACH Investment Group is a team of dedicated, experienced professionals who will work toward helping you meet your life objectives by offering a wide variety of financial strategies from a host of providers and by tailoring plans to your needs. We have a proactive investment philosophy that focuses on your present needs as well as your future goals, adjusting for any unexpected surprises that life may throw your way.

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Introduction to ACH Investment Group

TRACKING #1-05186612

What clients are saying about ACH Investment Group

“For the past several years, we have had an enjoyable and successful association with our financial advisor--Janet Fox, of ACH Investment Group, Inc. We have worked closely with Janet creating and occasionally tweaking our investment strategy, which addresses our needs for growth and income in retirement while carefully assessing the levels of risk. Janet is an excellent communicator and a joy to work with. Her in-depth knowledge of the investment world and understanding of her specific clients’ needs provides an excellent set of resources for any investor today.”

Jim. H.

Retired Technology Professional
September 15, 2025

“If you spend some time talking to Janet, you will quickly see that she is unquestionably knowledgeable and passionate about her profession. You will also learn that at heart, she is a teacher--she wants you to understand your investments. But the very most important thing is that she listens. My wife and I have very different investment approaches. Janet listened to both of us and implemented strategies that aligned with each of our personal goals and risk tolerances. These are the reasons Janet has been our financial advisor for over 15 years and will remain to be so.”

Tim B.

Engineer
July 17, 2025

“Janet has provided meticulous care to our retirement funds over the last four years. We're grateful to have a financial manager we trust and appreciate her efforts to help us weather the market challenges.”

Michelle L.

Retired Educational Consultant
April 28, 2025

“Janet Fox has served as my financial advisor for the past ten years. She has steered me toward investments that would better balance my portfolio and be as low-risk as possible. I had told her when I became her client that I'm not a big risk-taker and that I did not want to invest in companies that made money at the expense of the environment or humanity. She has stayed true to those parameters and I am very pleased with her services!”

Carol R.

Retired Education Administrator
February 9, 2024

“Janet is the rare whole package I was searching for in a financial advisor/manager. She is undoubtedly wicked smart, knowledgeable and professional. It is the non-formulaic strategies and meticulous customer service, though, that sealed the deal. She has surpassed my expectations.”

Jamie W.

Retired Physical Therapist
January 23, 2024

“I would like to personally recommend Janet Fox. She is remarkably accomplished in her chosen field, astute and well credentialed. She had been a godsend in my world for which I will be ever grateful.”

Karen W.

Retired Director Arts and Entertainment
December 6, 2023

“We have been working with Janet for many years and are so comfortable with her helping us manage our finances. She is incredibly professional, knowledgeable, and is always on top of the current market activities. She truly looks out for us and lets us know when it is time to take action.”

Duncan W.

Retired Engineer
March 17, 2023

“Janet’s knowledge and acumen for financial matters is always evident, but it is her love of what she does that shines through and evokes a sense of comfort and confidence that puts her clients at ease.”

Valerie W.

Retired
March 17, 2023

“I have known and worked with Janet Fox for the past five years. She is always pleasant, and a true professional in every sense of the word. She is responsive to her clients’ needs and questions at all times. Janet holds herself to a very high standard. Having worked with several financial planners, I firmly believe that Janet is one of the best. In working with Janet, you can rest assured that your investment portfolio will be in good hands.”

Bonni G.

Retired HR Manager
March 22, 2023

These statements are a testimonial by clients of the financial professional as of the dates shown. The clients have not been paid or received any other compensation for making these statements. As a result, the clients did not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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HOW CAN WE HELP YOU TODAY?

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year…

Client Letter | October 01, 2025

Dear Valued Investor, The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They...

3Q2025 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | September 2025

September Fed Rate Cut Is Probably a Lock as Job Growth Slows The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...

Client Tax and Retirement Resources

2024-2025 Quick View Tax Guide, including tax rate tables

2025 Retirement Plan Comparison

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year…

Client Letter | October 01, 2025

Dear Valued Investor, The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They...

3Q2025 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | September 2025

September Fed Rate Cut Is Probably a Lock as Job Growth Slows The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...

Client Tax and Retirement Resources

2023-2024 Year End Tax Guide for Investors

2023-2024 Quick View Tax Guide, including tax rate tables

2024 Retirement Plan Comparison

HELPFUL CONTENT

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year…

Read More

Outlook 2025: Pragmatic Optimism

Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
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RESEARCH

How Do You Like Your Dividend Strategy? | LPL Street View

In this episode of LPL Street View, our Head of Equity Research, Thomas Shipp, explores dividend investing strategies — high dividend yield, dividend growth, and shareholder yield — and how they impact portfolio income and long-term returns. Learn how each approach works, their risks and benefits, and what investors should consider when building an equity income strategy.

Tracking: #804585

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