In performing asset analysis, ABG Consultants utilizes a process of quantitative as well as qualitative research. We believe that understanding the Fund company's philosophy and managers is as important as the numbers crunching. This is why we have an exhaustive RFP process that all our managers must complete.
We also believe that the numbers are important so we utilize a process that combines the expertise of 3 industry icons in determining which assets make our list. These software and web enabled products are Zephyr's Style Advisor which helps us find managers who show skill in their fund management, Morningstar which tells us what the fund is holding and gives us industry standard information, and Don Trone's Fiduciary Analytics which gives us the basis for constructing Investment Policy Statements.
From this process we choose the funds that go into your portfolio. These funds include all major asset classes as well as 5 lifestyle portfolios. The lifestyle portfolios range in style from the most conservitive with our Wealth Preservation fund to the most aggressive with our Aggressive Growth fund.
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