What happens when you join?
Get started by putting your financial future in FOCuS!
We will personally work with you to get your accounts set up to consolidate and track your portfolios through the FOCuS Program. The web service is a Morningstar service which allows you to have your investment data analyzed and investment performance measured. After getting your accounts set up, you will begin to receive reporting and analysis.
In the first 60 days, you will receive an analysis of your investments which will allow you to clearly see your allocation and your investment fees as well as many other data points. In the first 90 days, you will receive your first quarterly report. This will provide the first view of a story of your investments over time. Is the growth in your portfolio adequate for reaching retirement? For most investors, a 6% – 7% rate of return with regular contributions is needed. The quarterly report over time will give you performance information based on all investments included in the system.
We believe that you must be able to measure it in order to effectively manage it. How can you make better decisions if you cannot clearly know how you are invested and performing.