A complete list of active advisors currently associated with Focus Investment Advisors, LLC

Warmer can help you find a great advisor at Focus Investment Advisors, LLC or one who fits your needs even better.

Focus Investment Advisors provides discretionary and non‑discretionary asset management and portfolio management services for individuals, corporations, charitable institutions and foundations. Engagements begin with a client profile and customized asset allocation, and the firm may recommend third‑party money managers or privately placed funds as part of an overall program. The firm combines fundamental and technical analysis and implements long‑term, short‑term, and trading strategies, including occasional short‑term trading and the use of options, margin and other derivative instruments. Portfolios may include onshore and offshore mutual funds, non‑U.S. equities and bonds, high‑yield and emerging‑market securities, and structured products, and accounts are typically managed on a discretionary basis. Compared with many independent peers, the brochure emphasizes cross‑border investing practices and operational details tied to non‑U.S. markets — including references to Euroclear settlement, foreign currency constraint scenarios, and offshore/private placement investments — which align with the firm’s significant non‑U.S. client exposure. The firm also discloses relatively substantial account thresholds (the brochure cites a $500,000 minimum and a stated focus on high‑net‑worth clients) and notes referral arrangements and insurance‑related compensation in which its personnel may participate, a potential conflict of interest for prospective investors to consider.

To learn more about the advisors currently working at Focus Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.