Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:

• The types of client and customer relationships and services the firm offers;
• The fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
• Whether the firm and its financial professionals currently have reportable legal or disciplinary history; and
• How to obtain additional information about the firm
• Encourage a dialogue to ask questions (Conversation Starters).

Please click this link to access Focus Partners | Advisor Solutions Form CRS. For convenience, we also have made available the Form CRS for our affiliated advisor Focus Partners | Wealth.

If you have any questions about the Form CRS or would like a physical copy of the document, please contact fpascompliance@focuspartners.com.