A complete list of active advisors currently associated with Focus Investments, LLC
Warmer can help you find a great advisor at Focus Investments, LLC or one who fits your needs even better.
Focus Investments serves individual and corporate clients and provides discretionary investment advisory and portfolio management services. The brochure notes the firm manages accounts directly for individuals — a service that is uncommon among similar firms — and it does not participate in wrap fee programs. The firm emphasizes investing primarily in corporate securities such as stocks, bonds and mutual funds, applying fundamental and economic analysis and conducting periodic account reviews triggered by market conditions or client changes. Focus recommends Charles Schwab & Co. as the brokerage platform, accepts discretionary authority from clients, and indicates it does not have custody of client funds. Focus charges clients on a percentage-of-assets basis under a tiered schedule, a billing method that is uncommon among peers, and it does not offer performance‑based fees or advise private funds. Founded in 1995 and described as independent of other financial firms, the brochure also discloses that principals and associates may trade for their own accounts after completing client transactions.
To learn more about the advisors currently working at Focus Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Duluth, GA
| 30
|
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