IRA Focus is a service provided by American Pensions. It combines the benefits of the institutional style of investing with the individuality of an IRA investor.

When it comes to investing, those with access to institutional investments and defined analytics have a clear advantage. Depending on your style, joining a group or ‘omnibus’ IRA may give you more freedom by providing:

• Lower cost institutional investments
• Investments from multiple ‘families’, and asset classes
• No sales pressure – no commissions
• Pre-screened investments for return, risk and fees
• Ongoing monitoring to replace underperforming investments
• Quarterly overview by American Pensions retirement plan committee
• Professionally designed portfolios using industry expertise from fi360 & Morningstar/Ibbotson
• Annual portfolio realignment with new portfolio allocation
• Semi-Annual rebalancing

Contact Us for more information and let our advisors help bring your future into Focus.