A complete list of active advisors currently associated with Income Focus Portfolio Management

Warmer can help you find a great advisor at Income Focus Portfolio Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Income Focus Portfolio Management, 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.