ACH Investment Group ... TRUST is our primary mission

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

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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.

HOW CAN WE HELP YOU TODAY?

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4Q2025 ACH Newsletter

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

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Client Tax and Retirement Resources

2025-2026 Year End Guide

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Tax Guide

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Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...

Client Letter | December 03, 2025

Dear Valued Investor, Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near record highs. The comeback extended the S&P 500 Index’s streak of monthly gains to seven – something to...

Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026

With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our tactical asset allocation recommendations. For the second straight year, as the bull market marched on, the most impactful decision we made was probably to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite elevated valuations.

4Q2025 ACH Newsletter

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

Global Portfolio Strategy | December 2025

November Pullback Could Set the Stage for Year-End Rally 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

2025-2026 Year End Guide

2025 Retirement Plan Comparison

HELPFUL CONTENT

2026 Outlook: The Policy Engine

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