Your Success is a Team Effort
When you partner with us, you gain the strength of our entire nationwide community of professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, your advisor will orchestrate a bespoke plan, tailored to your situation.
Your team of dedicated professionals is constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on putting your interests first.
Our Community Empowers Your Advisor
As practitioners of a fiduciary approach, we were founded on the belief that there’s a better way for people to invest. We are a learning organization, actively collaborating to solve complex problems for our clients. Whether exiting concentrated stocks, managing around low basis positions or having conversations around wealth and money with adult children—our colleagues focus on a variety of investment areas.
Your advisor is your steward. But they’re backed by a team of like-minded professionals.
Your Advisory Team
Our advisors are out front, visible and proactive. Their focus is collaborating with you in designing a strategic plan, working with you during life’s inevitable transitions and educating you along the way. They are always available to provide support and guidance during your journey.
The Broader Focus Partners Family
Our firm’s network of innovative specialists share investment and planning insights with your advisor so you can benefit from the latest knowledge.
Other Professionals
We collaborate with industry leaders and strategic partners to incorporate their insights into your plan. We work closely with your other professional advisors, such as attorneys and CPAs, to ensure your tax, investment and estate strategies are cohesive.
Our Investment Strategy is Continuously Evolving
We have strong convictions but have a passion to progress. Our investment approach is governed by both Focus Partners’ Investment Policy Committee (IPC) and Planning Committee.
How we invest and how we practice is bigger than our own ideas. By relying on research to guide our investment decisions, we are notoriously slow to implement new strategies. But we’re okay with that—your financial well-being is too important to leave to chance.
As investments and markets evolve, we’ll continue to do the research, so you don’t have to.
Sample List of Areas We Are Continuously Exploring
Monetary Policy
Tax Policy
Financial Planning Strategies
New Asset Classes
Rebalancing Methodologies
Retirement Income
Optimizing Debt
Enhanced Cash Management
Income Guarantees
Alternative Currencies Like Cryptocurrency
Private Equity
Enhanced Personalization
ESG Strategies
Holistic and Comprehensive: The Power of Community in Planning
Your advisor’s home base is supported through multiple teams, including portfolio managers, traders, investment researchers and bond portfolio teams. Guided by our committees, these teams tirelessly work together to support every aspect of your planning pyramid and implement diversified strategies on your behalf.
This frees up your advisor to focus on what matters most—you and your financial well-being.
Together, our community supports you and your advisor with strategic thinking from a deep bench of specialists—setting you on a path directly towards your impact, life and money goals.
How Your Advisor Can Add Value
The value of working with a professional team extends well beyond the returns you earn on your investments. According to a Vanguard study, professional support across implementation, rebalancing, behavioral coaching, tax management and spending strategies has the potential to add about 3% in total net returns each year!
Potential Value Added for Client
0%
Suitable asset allocation using broadly diversified funds/ETFs1
0.30%
Cost-effective implementation (lower expenses)
0.14%
Rebalancing
0-2.00%
Behavioral coaching
0-0.60%
Asset location
0-1.20%
Spending strategy (withdrawal order)
>0%
Total-return versus income investing
3%
Total potential value added in net returns2
Pursuing Better Outcomes
It begins with your advisor but doesn’t end there. We not only personally pledge to put your needs first at all times, but also embrace our obligation to do so. We’re dedicated to helping our clients realize their life and wealth goals.
Unlike some in the financial industry, we don’t have some mythical algorithm or internal products we attempt to sell you. We approach your investment experience with the same care and dedication as we use with our own money—and we are often investing alongside you in the same strategies. Our passion to progress has one focus—you. We work tirelessly to find ways of potentially improving your outcomes at all stages of your financial journey.
Ready to take the next step?
Reach out to your advisor to learn how our diversified approach has been implemented for you.
Not a client? Contact us to learn how your investment experience would be different with Focus Partners.