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Investment Advisory Group
Investment Advisory Group was established in 1998 by Jay Richards and George McCall after they developed an advisory practice for high-net-worth clients.
Investment Advisory Group
Investment Advisory Group was established in 1998 by Jay Richards and George McCall after they developed an advisory practice for high-net-worth clients. The firm began as an extension of their work with business owners and families in the Northeast and later added a Florida location. The firm deploys capital through fund-of-funds structures and provides wealth planning, investment management, and estate strategies. It works with small business owners to align personal and corporate goals, assists individuals and families with retirement and education planning, and supports multi-generational families on gifting and legacy matters. Activity remains concentrated in North America. The firm lists 51 Mill Street properties in Hanover as commercial holdings and maintains a residential rental in Fort Myers. George McCall serves as president of the Church Hill Neighborhood Association. No material operational changes have been recorded in the last 24 months. The firm operates as an SEC-registered investment advisor rather than a captive single-family vehicle, which allows it to accept multiple family clients under one regulated entity.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Hanover
Corporate office
51 Mill Street Building D, Suite 101, Hanover, MA 02339, United States
Additional offices
Sarasota, FL, United States
Principals
Jay Richards
Founder
George McCall
Founder
Keith Whitt
Financial Advisor
Paul Reardon
Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Investment Advisory Group?
Jay Richards and George McCall, the two founders, retain ownership and oversight. Keith Whitt and Paul Reardon serve as financial advisors executing client mandates.
Does Investment Advisory Group participate in fund commitments or only direct deals?
Confirmed activity centers on fund-of-funds mandates alongside advisory services.
What is Investment Advisory Group's known posture on co-investments alongside external GPs?
No specific co-investment activity or GP partnerships have been disclosed in available records.
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