Investment Policy Statement

The IPS may include:

  • Description of the duties of all related providers
  • A set of standard and criteria
  • A measurement process to assess effectiveness
  • Signature page for all committee members
  • Decision on types of investments to be offered

Under ERISA, a fiduciary is not evaluated based on whether the investments went up or down after they were selected. Instead, the fiduciary is evaluated on whether a careful, skillful, prudent and diligent process was followed.

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
Copyright © 2019, ABG Consultants. Privacy Policy & Terms of Use Disclaimer
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.