Income Focus Portfolio Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$356,463,653
Clients
296
Advisors
3
of 3 employees
About
Income Focus Portfolio Management primarily serves individual clients (including related trusts and retirement accounts), along with non-profit organizations, corporations, and other business entities. Like many supported firms, it provides discretionary portfolio management with a focus on income generation and principal preservation through fixed-income investments and selected equity exposures.
The firm concentrates on tax-exempt and taxable municipal bonds, corporate bonds, U.S. Treasury and agency securities, and uses dividend-paying stocks and ETFs to provide equity exposure and inflation protection. Portfolios commonly include smaller, less liquid “odd lots” and lower-rated or unrated issues that the firm intends to hold to maturity or call, while incorporating client-specific factors such as state tax residency and requested maximum maturities into security selection.
Income Focus manages roughly $362 million in discretionary assets across about 300 client accounts with a three-advisor team, a scale that is notable for a supported firm of this size. Its routine use of odd lots and bid-wanted platforms, willingness to purchase smaller or lower-rated bonds to enhance yield, the practice of not voting client proxies, and occasional trustee roles arising from family relationships distinguish its trading and operational practices from many peers.
Client services
Expertise
Fee options
0.36% annually
Account minimum: $250,000
Main office
1110 Maple Way
Jackson WY 83001
Advisors at this office
3
Most active in
California · Florida · Idaho · Massachusetts · New Hampshire · New York · Vermont · Wyoming
Also doing business as
Income Focus Portfolio Management · Income Focus Portfolio Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Elizabeth M
Series 63, Series 65
Jackson, WY
Income Focus Portfolio Management
Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.
David E
CFP®, CFA®, Series 63, Series 65
Jackson, WY
Income Focus Portfolio Management
David Elan is a CFP® and CFA® professional with 20 years of industry experience. He has been with Income Focus Portfolio Management since 2012, where he is one of three advisors. The firm serves individual clients, non-profit organizations, corporations, and other business entities, focusing on income generation and principal preservation through fixed-income investments and selected equity exposures. Income Focus manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored security selection strategies.
Arik G
Series 65
Jackson, WY
Income Focus Portfolio Management
Arik Griffin is a financial advisor at Income Focus Portfolio Management with six years of industry experience and holds a Series 65 designation. He serves as Chief Financial Officer at Vertical Harvest, a hydroponic greenhouse, where he oversees financial reporting and budget management. Income Focus Portfolio Management serves individual clients, non-profits, and business entities with a focus on income generation and principal preservation through fixed-income investments and selected equity exposures. The firm manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored portfolios that consider client-specific factors.
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