A complete list of active advisors currently associated with Focused Capital Investment, LLC

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

Focused Capital Investment provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, pension plans, and corporate or business clients. The firm constructs customized portfolios using mutual funds, ETFs, individual securities and limited partnerships, and offers planning at multiple complexity levels as well as one‑time planning projects. The firm’s investment process is primarily long‑term and grounded in fundamental analysis, supplemented by technical analysis and principles of modern portfolio theory; portfolios are monitored and rebalanced and may be adjusted to meet client objectives. Notably, the adviser uses options in separately managed accounts — including selling covered calls and cash‑secured puts and buying protective puts — while stating it does not employ margin or sell uncovered options. Several operational practices distinguish the firm from many peers: it routinely accepts corporate/business clients and provides advisory services to pension plans, including ERISA‑related roles, which are less common among similar independent advisers. The firm requires custody at a single custodian through an institutional advisor program, discloses receipt of program benefits, and maintains a proprietary brokerage account with written trade‑aggregation and allocation policies, items clients should review for potential conflicts of interest.

To learn more about the advisors currently working at Focused Capital Investment, 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.