Financial planning is about finding a way toward achieving the security of a life-long financial vision. So, we created FOCUS (Financial Opportunity Created Under Strategy), a three-tiered portfolio monitoring system:
- (1) Consolidated Quarterly Portfolio Reviews delineate client assets
- (2) FOCUS Investment Performance Reviews (IPR's) detail portfolio values, withdrawals, unrealized gains and Internal Rate of Return – simplifying typically complicated financial statements
- (3) Consolidated Scorecards show our quarterly due diligence criteria, applied to your current portfolio investments.
In today’s economy, information is invaluable. Keep your investments valuable; stay in FOCUS with Consolidated’s FOCUS Investment Monitoring Systems.
Returns based on data provided by Morningstar, which Consolidated Financial presumes to be accurate but cannot be guaranteed. The performance date represents past performance and does not guarantee future results. Investment returns and principal value of an investment will fluctuate and an investor’s shares when redeemed may be worth more or less than the original cost. Current performance may be higher or lower than return date quoted here. For performance data current to the most recent month end, please call 800 757 1677. You can also receive current mutual fund information by asking Consolidated for a recent prospectus.
