Utah Focus Fund (UTFOX) invests in publicly-traded companies with a long-term commitment and critical ties to the state of Utah.
Utah consistently ranks in the top states for business and entrepreneurs. Our communities and economic diversity are the envy of states across the country. The Utah Focus Fund invests in these companies with the purpose to achieve long-term growth.
Utah ranked the nation’s best economy and No. 3 Best State overall
U.S. News & World Report — July 2022
Utah No. 3 for racial equality
WalletHub — June 2022
The Best States for Millennial Business Owners
Zippia — Dec. 2020
2022 Economic Report to the Governor
Kem C. Gardner Policy Institute — January 2022
2022 Economic Report to the Governor
Kem C. Gardner Policy Institute — January 2022
2022 Economic Report to the Governor
Kem C. Gardner Policy Institute — January 2022
Bob Aamodt, CFP®, MBA is a Co-Founder and portfolio manager for the Utah Focus Fund.
Upon graduation from the University of Utah with his MBA in 1995, Bob started teaching as an adjunct for the Finance Department at the
David Eccles’ School of Business at the University of Utah. There he taught finance classes in modern portfolio theory, investments and financial planning.
He has been managing portfolios for clients since 1998 with a philosophy deeply rooted in modern portfolio theory and the efficient market hypothesis driving investment decisions. Bob is also the founder of Rock House Financial, an SEC registered investment advisor. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years’ experience as a professional investor and financial advisor, he is well known for his deep expertise, integrity, and client accountability.
In 2007, he moved his firm to a renovated historic Farmington building and has added additional advisors over the years as the consultancy has grown.Before his career in finance, Bob led a privately-held software company and built and sold his first business.
Bob received both his BA in Business and his MBA from the David Eccles School of Business at the University of Utah. In addition to his passion for his clients, Bob has an equal commitment to his family and civic duties. He enjoys volunteering his time for the good of the community, and recently ran a 50-mile ultra marathon to celebrate turning 50 years old. Bob also has a beautiful singing voice and has been a member of Utah Chamber Artists and Utah Symphony Chorus. He and his wife, Julie, are the parents of five children.
Christopher Watkins has 29 years of experience in the investment industry. He began his career as a Financial Consultant with Merrill Lynch, Pierce, Fenner & Smith Incorporated and transitioned to Dain Rauscher Incorporated as Vice President/Financial Consultant. In 1998 Mr. Watkins joined his father at WMW Management Inc., a Registered Investment Advisory Firm with the State of Utah, assuming all portfolio and management responsibilities.
In 2000, Mr. Watkins formed and is the Owner/General Securities Principal of Watkins Financial Services Inc., a FINRA Registered Broker-Dealer. He holds a Bachelor of Arts degree focusing on Finance from the University of Utah and is currently based in Farmington, Utah.
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Disclosures
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Generally, the Fund will be subject to the following additional risks: Risks from Equities Securities, Common Stocks, Preferred Stocks, Small-Cap and Mid-Cap Securities, Micro-Cap Securities, State-Specific Risk, Currency Risk, Foreign Securities Risk, Sector Risk, Large-Cap Securities Risk, Investment Adviser, Limited History of Operations, Non-diversified Risk, General Market Risk, COVID-19 Risk, and Cybersecurity Risk. More information about these risks and other risks can be found in the Fund’s prospectus.
Distributor: Capital Investment Group, Inc., Member FINRA/SIPC, 100 E Six Forks Road, Suite 200, Raleigh, NC 27609, (800) 773-3863. There is no affiliation between Focus Fund Advisors, LLC, including its principals, and Capital Investment Group, Inc.
