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:
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. Carefully consider the investment options, risks, charges and expenses of a mutual fund before investing.