Focus Financial Partners is a partnership of independent, fiduciary wealth management firms operating in the registered investment adviser industry. Co. is in the business of acquiring and overseeing independent fiduciary wealth management and related businesses. Co.'s partner firms primarily service ultra-high net worth and high net worth individuals and families by providing wealth management services. Co.'s wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. Co. also provides recordkeeping and administration services, and outsourced services. The FOCS average annual return since 2018 is shown above.
The Average Annual Return on the FOCS average annual return since 2018 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether FOCS average annual return since 2018 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the FOCS average annual return calculation with any dividends reinvested as applicable (on ex-dates).
|