Abg Consultants

ABG Consultants manages investment portfolios and provides financial planning and consulting for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. ABG Consultants builds globally diversified portfolios primarily using no-load or low-load mutual funds and exchange-traded funds, utilizing strategic asset allocation and a core-and-satellite approach. The firm offers both discretionary and non-discretionary investment management. In addition to portfolio management, ABG Consultants provides financial planning covering investment planning, life insurance, tax concerns, retirement and estate planning, education planning, and budgeting. ABG Consultants is a fee-only firm and does not sell commissioned investment products, though certain personnel are licensed insurance agents. The firm is a wholly owned subsidiary of Rocky Mountain Employee Benefits.