THE LIBRARY

Client Resources

Tools, guides, and answers to your most common questions.

This section is your go-to hub for practical support. From understanding your annual report to navigating online account access, Client Resources offers clear how-tos, walkthroughs, and explanations to help you make the most of your relationship with A.F.T. It’s everything you need to feel empowered and informed, right at your fingertips.

Annual Report Q&A

Q> So...what’s important for me to know? A> That’s up to you and your individual choice. At minimum, we ask you to read the SUMMARY to know how your money is doing—and that is told by how much your portfolio earned, in both dollars and the rate-of-return . If you are a couple and/or have multiple accounts with us, we report here the overall return. The rate of return data includes your simple return for the past year and, most importantly, your long term compound r

Client Resources

A.F.T. Trivest

2 days ago4 min read