Investment Management Process

The process combines both a qualitative and quantitative analysis that incorporates the following:

Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately 9 billion in assets under advisement and management as of June 30, 2014. The company has operations in 27 countries.

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Zephyr's StyleADVISOR is the investment industry's most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis. Since that time, StyleADVISOR has been continually enhanced to become the most robust analysis and reporting platform available anywhere.

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New Kirk is a leading provider of marketing communications for financial and healthcare companies, offering leading-edge communications that target individuals, not masses. Today, your print and digital communications are created in an environment dedicated to providing innovative solutions to meet your communication needs.

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Fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and Fi360 Fiduciary Score®.

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RetireTool(k)it is a first-of-its-kind, web application that enables advisors to quickly and easily meet the demands of today’s customers. RetireTool(k)it provides advisors, brokers, and TPAs with a open architecture tool that delivers an end-to-end solution, from fund selection and monitoring, investment policy statements to plan proposal materials.

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Questions? Need Help?

At ABG Consultants, we are always interested in hearing from you. We are more than happy to answer any of your questions. You can use our contact information below to reach us, or use our simple message board to the right to get a quick message to us. One of our professionals will be glad to assist you.


(801) 486-3087
ABG Consultants, LLC
 7090 S Union Park Avenue, Ste 650
 Salt Lake City, UT 84047
 info@consultabg.com
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All investing is subject to risk, including the possible loss of the money you invest. Investments in bonds and bond funds are subject to interest rate, credit, and inflation risk. Past performance is no indication of future results. This site is intended for U.S. persons only.